Job Description
Job Description
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:
Allworth Financial is seeking a Branch Office Administrator for our Norwood, MA branch office. The Branch Office Administrator is a critical role serving as the first impression for inbound phone calls and in-office visits. This position is full time and an hourly/non-exempt position that pays between $22-30/hour depending on experience.
Responsibilities:
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Delivering positive, reliable and memorable phone service experiences to our wealth management clients
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Greeting and assisting our clients as they arrive for appointments as well as assisting "walk-in" clients with whatever needs they may have
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Re-stock supplies, beverages and keep breakroom clean
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Scheduling and confirming client appointments for the advisor team
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General administrative duties to support the office and the other associates
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Periodic backup or supplemental coverage for Service Associates
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Handling incoming and outgoing mail
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Receiving all deliveries and routing to the appropriate recipient
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Directing incoming client phone calls to the assigned service team
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Seeking to impress our clients with every interaction
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Focusing on quality and accuracy of work
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Suggesting and implementing process improvements
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Consistently demonstrating Allworths guiding principles
Qualifications:
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Passion for excellent service and client satisfaction
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Excellent verbal and written communication skills
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2+ years of Front Desk/Receptionist work experience
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Ability to multi-task and prioritize work daily with frequent interruptions
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Flexibility and embraces change
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Strong team player and approachable
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High degree of professionalism
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Proficient with Microsoft Office applications as well as Client Relationship Management (CRM) and Document Management workflow system
TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.