Branch Office Administrator
About The Position
Allworth Financial is seeking a full-time, hourly, non-exempt Branch Office Administrator for its Norwood, Massachusetts branch. The role serves as the first point of contact for incoming phone calls and office visitors, supporting wealth management clients and the advisor team. It is an onsite position during regular business hours, Monday through Friday, with pay of $22–$30 per hour depending on experience. The administrator provides welcoming, reliable client service; coordinates appointments and communications; and handles general office administration. The position calls for attention to detail, professionalism, adaptability, and the ability to manage competing tasks in a fast-paced, team-oriented environment. The role also supports a collaborative office culture and encourages quality, accuracy, and process improvement.
Requirements
- Passion for excellent service and client satisfaction.
- Excellent verbal and written communication skills.
- At least 2 years of front desk or receptionist work experience.
- Ability to multitask and prioritize daily work amid frequent interruptions.
- Flexibility and willingness to embrace change.
- Strong team player with an approachable manner.
- High degree of professionalism.
- Proficiency with Microsoft Office applications, a Client Relationship Management (CRM) system, and a document management workflow system.
Responsibilities
- Deliver positive, reliable, and memorable phone service to wealth management clients.
- Greet clients arriving for appointments and assist walk-in clients with their needs.
- Restock supplies and beverages and keep the breakroom clean.
- Schedule and confirm client appointments for the advisor team.
- Provide general administrative support to the office and associates.
- Provide periodic backup or supplemental coverage for Service Associates.
- Handle incoming and outgoing mail.
- Receive deliveries and route them to the appropriate recipient.
- Direct incoming client phone calls to the assigned service team.
- Seek to impress clients with every interaction.
- Focus on the quality and accuracy of work.
- Suggest and implement process improvements.
- Consistently demonstrate Allworth’s guiding principles.
Benefits
- Medical insurance options, including Blue Shield PPO and HDHP plans with HSA and Kaiser HMO plans for California associates.
- Dental insurance with MetLife.
- Vision insurance with VSP.
- Optional supplemental benefits.
- Healthcare savings accounts with company contribution.
- Flexible spending accounts.
- Flexible working arrangements.
- Generous 401(k) contributions.
- Non-exempt associates receive 15 days of paid time off annually during their first three years of employment.
- 11 paid holidays.
- Option to participate in the Equity Purchase Program; contract, intern, and part-time employees are not eligible.
- Future growth opportunities within the company.
- Collaborative, creative work environment that encourages learning, growth, and associate contributions.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
