| Location | Campbell, CA |
Allworth Financial (www.allworthfinancial.com) 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 Branch Office Administrator is a critical role serving as a front desk receptionist and general office administrator for incoming phone calls, office visits/appointments and various office needs.
This is a full-time, non-exempt role based out of our Campbell, CA office; this candidate will be required to be in the office all five days of the work week. This position has a salary range between $60k-$68k and is eligible for an annual bonus based on their performance and the companies.
DUTIES AND RESPONSIBILITIES:
Delivering exceptional service experiences with every client interaction
Greeting and assisting our clients and guests with service requests and appointments
Receiving all deliveries and routing to the appropriate recipient
Preparing internal mail for routing to appropriate offices; receiving, opening and sorting daily mail
Managing and reviewing calendars for advisors and preparing appropriate materials for upcoming appointments; making outbound client calls confirming appointments
Preparing and stocking refreshments for the office daily
Restocking supplies for the office
Helping with snacks, beverages and meals as needed for the office staff or clients
Directing incoming client phone calls to appropriate departments
Managing office supplies and restocking as needed
Assisting with facilities related issues and tasks as needed
Helping Operations and Client Service with administrative duties as needed
Suggesting and embracing process improvements
Focusing on quality and accuracy of work
Consistently demonstrating Allworth’s guiding principles
QUALIFICATIONS:
Passion for excellent service and client satisfaction
Excellent verbal and written communication skills
2+ years of general administration and phone experience
Strict attention to detail
Ability to multi-task and prioritize work daily
Flexibility and embraces change
Strong organizational skills and ability to meet all deadlines
Strong team player and approachable
High degree of professionalism
Proficient with Microsoft Office and navigation of systems
BS/BA degree or equivalent work experience preferred
PHYSICAL REQUIREMENTS:
Works in an office environment
Requires extended periods of sitting or standing at a desk, talking on the phone, and typing
Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer
Occasionally move about inside the office to access file cabinets, office equipment, etc.
May carry or lift weight up to 10 lbs. in very limited occurrences