Branch Office Administrator

Norwood, MAfull timeOn Site

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H1B: no

Allworth Financial Branch Office Administrator at Allworth Financial serving as the first impression for inbound phone calls and in-office visits. Responsible for client service, scheduling, and general administrative duties.

Responsibilities

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

Qualification

Flexibility and embraces changeStrong team player and approachableHigh degree of professionalism

Required

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