| Location | Indianapolis, INDIANA |
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Summary:
Our Client Service Department consistently strives for service excellence. The Executive Office Administrator is a critical role and we are looking for someone who is outgoing, friendly, organized and committed to providing our clients and advisors with an exceptional customer service experience.
Requirements:
Client Interaction: Deliver exceptional service experiences by greeting and assisting clients and guests, addressing their service requests, and managing appointments with professionalism.
Reception and Mail Management: Receive and route all deliveries to the appropriate recipients. Handle daily mail by receiving, opening, sorting, and preparing internal mail for distribution.
Conference Room Maintenance: Regularly clean and maintain conference rooms to ensure they are ready for meetings and events.
Calendar Management: Oversee and coordinate calendars for advisors, ensuring all appointments are scheduled, confirmed, and supported with necessary materials.
Office Refreshments: Prepare and stock refreshments daily. Provide snacks, beverages, and meals as needed for office staff and clients.
Phone and Communication Management: Direct incoming client phone calls to the appropriate departments and ensure efficient communication flow within the office.
Office Supplies Management: Monitor and manage office supplies, ensuring inventory levels are maintained and restocked as needed.
Facilities Assistance: Assist with addressing facilities-related issues and tasks, ensuring a well-functioning and comfortable office environment.
Administrative Support: Provide support to Operations and Client Service teams with various administrative duties and tasks.
Executive Support: Provide general executive administrative support, including scheduling, correspondence, coordination, and preparation of materials for senior leadership as needed
Process Improvement: Proactively suggest and implement process improvements to enhance efficiency and effectiveness within the office.
Quality Focus: Maintain a high standard of work quality and accuracy, consistently demonstrating Allworths guiding principles.
Proactive Attitude: Embrace a go-getter attitude, taking initiative and demonstrating a strong commitment to excellence in all aspects of the role.
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
Equal Opportunity Employer