Executive Office Administrator & Client Support Lead

allworthfinancial; Indianapolis (IN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

401K contributions

Paid time off

Holidays

Equity participation

Job summary

Allworth Financial in Indianapolis, IN is seeking an Executive Office Administrator to join our client service team. This full-time, non-exempt role requires welcoming clients, managing calendars, and supporting executives with daily administration.

We value an organized, proactive professional with strong communication skills and a passion for service quality. The position offers in-office work five days a week and opportunities to improve processes and efficiency.

Qualifications

• Excellent organizational and multitasking skills.
• Strong interpersonal and communication abilities.
• Proficiency in office software and technology.
• Ability to work independently and as part of a team.
• Attention to detail and commitment to quality.
• Passion for excellent service and client satisfaction.
• Excellent verbal and written communication skills.
• 5+ years of general administration and phone experience preferred.
• Flexibility and embraces change.
• High degree of professionalism.
• BS/BA degree or equivalent work experience preferred, but not required.
• High School Diploma or GED required.

Responsibilities

• Deliver exceptional service experiences by greeting and assisting clients and guests, addressing their service requests, and managing appointments with professionalism.
• Receive and route all deliveries; handle daily mail; prepare internal mail for distribution.
• Regularly clean and maintain conference rooms for meetings and events.
• Oversee calendars for advisors, ensuring appointments are scheduled and prepared with necessary materials.
• Prepare and stock refreshments daily for staff and clients.
• Direct incoming client phone calls to appropriate departments and ensure efficient communication flow.
• Monitor and restock office supplies to maintain inventory.
• Address facilities-related issues and keep the office well-functioning.
• Provide general executive administrative support and prepare materials for senior leadership.
• Proactively suggest and implement process improvements to enhance efficiency.
• Maintain a high standard of work quality and professionalism.
• Demonstrate a proactive attitude and initiative.

Skills

Organizational skills

Multitasking

Interpersonal skills

Office software

Independent work

Detail oriented

Communication skills

Adaptability

Professionalism

Education

Bachelor's degree preferred

High School Diploma or GED required

Tools

Microsoft Office

Calendar software

Job description

Allworth Financial in Indianapolis, IN is seeking an Executive Office Administrator to join our client service team. This full-time, non-exempt role requires welcoming clients, managing calendars, and supporting executives with daily administration.

We value an organized, proactive professional with strong communication skills and a passion for service quality. The position offers in-office work five days a week and opportunities to improve processes and efficiency.