Executive Office Administrator: Client Services & Ops

Allworth Financial

Indianapolis (IN)

On-site

USD 40,000 - 60,000

Full time

14 days+
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401K contributions
Paid time off
Holidays

Job summary

Allworth Financial in Indianapolis, IN is seeking an Executive Office Administrator to provide primary client service and office support for the executive team. The role requires in-office work five days a week and offers a broad range of administrative duties, calendar management, mail, facilities, and operations support.

Ideal candidates have 5+ years of admin experience, strong organizational and communication skills, and a professional demeanor.

Qualifications

  • 5+ years of general administration and phone experience preferred.
  • BS/BA degree or equivalent work experience preferred, but not required.
  • High School Diploma or GED required.

Responsibilities

  • Greet clients and manage appointments with professionalism.
  • Answer phones and direct calls to appropriate departments.
  • Maintain calendars for advisors and prepare materials.
  • Receive and route mail and manage deliveries.
  • Prepare refreshments and stock office supplies.

Skills

Organizational skills
Multitasking
Interpersonal communication
Phone experience
Attention to detail
Professionalism

Education

BS/BA degree or equivalent
High School Diploma or GED

Tools

MS Office
Calendar management tools
Email management

Job description

Allworth Financial in Indianapolis, IN is seeking an Executive Office Administrator to provide primary client service and office support for the executive team. The role requires in-office work five days a week and offers a broad range of administrative duties, calendar management, mail, facilities, and operations support.

Ideal candidates have 5+ years of admin experience, strong organizational and communication skills, and a professional demeanor.

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