Branch Office Administrator

Allworth Financial (www.allworthfinancial.com) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.

Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.

Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.

This is an excellent opportunity for a professional who loves working directly with clients, has a proven track record of extreme attention to detail, and wants to work in a fast-paced, challenging, team-oriented, and rewarding environment. Allworth Financial is has won multiple local and national Best Places to Work awards an is among Barron's Top 100 RIA firms for 2020! 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. Please note- this role works onsite during regular business hours, Monday through Friday. 

• →Delivering positive, reliable and memorable phone service experiences to our wealth management clients
• →Greeting and assisting our clients as they arrive for appointments as well as assisting "walk-in" clients with whatever needs they may have
• →Re-stock supplies, beverages and keep breakroom clean
• →Scheduling and confirming client appointments for the advisor team
• →General administrative duties to support the office and the other associates
• →Periodic backup or supplemental coverage for Service Associates 
• →Handling incoming and outgoing mail
• →Receiving all deliveries and routing to the appropriate recipient
• →Directing incoming client phone calls to the assigned service team
• →Seeking to impress our clients with every interaction
• →Focusing on quality and accuracy of work
• →Suggesting and implementing process improvements
• →Consistently demonstrating Allworth’s guiding principles

• Passion for excellent service and client satisfaction
• Excellent verbal and written communication skills
• 2+ years of Front Desk/Receptionist work experience 
• Ability to multi-task and prioritize work daily with frequent interuptions
• Flexibility and embraces change
• Strong team player and approachable
• High degree of professionalism
• Proficient with Microsoft Office applications as well as Client Relationship Management (CRM) and Document Management workflow system