Onsite Branch Office Administrator | Client-Focused Growth

Allworth Airline Advisors (Formerly RAA); Norwood (MA); Sur place; USD 30 000 - 41 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

401K contributions

Paid time off

Résumé du poste

Allworth Financial is seeking a Branch Office Administrator for our Norwood, MA branch. This full-time, onsite role handles first impressions via phone and in-person visits, schedules client appointments, and supports the advisor team with daily administration.

The position requires 2+ years in front desk work, excellent communication, and proficiency with MS Office and CRM systems. Benefits include a comprehensive package and a strong team-oriented environment.

Qualifications

• 2+ years of Front Desk/Receptionist work experience.
• Excellent verbal and written communication skills.
• Ability to multi-task and prioritize with frequent interruptions.
• Flexibility and embraces change.
• Proficient with Microsoft Office and CRM or Document Management systems.

Responsabilités

• Deliver positive, reliable phone service experiences to clients.
• Greet and assist clients in-office and walk-ins.
• Schedule and confirm client appointments for advisor team.
• Restock supplies and keep breakroom clean.
• Handle mail, deliveries, and routing to recipients.
• Direct incoming calls to the assigned service team.
• Support office and associates with administrative duties.
• Provide backup coverage for Service Associates as needed.
• Assist with process improvements and maintain quality and accuracy.

Connaissances

Front Desk

Communication

Multi-tasking

MS Office

CRM

Document Management

Team Player

Professionalism

Outils

CRM software

Description du poste

Allworth Financial is seeking a Branch Office Administrator for our Norwood, MA branch. This full-time, onsite role handles first impressions via phone and in-person visits, schedules client appointments, and supports the advisor team with daily administration.

The position requires 2+ years in front desk work, excellent communication, and proficiency with MS Office and CRM systems. Benefits include a comprehensive package and a strong team-oriented environment.