Branch Office Administrator
About The Position
Allworth Financial is an independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management. They are a high growth, private equity backed, multi-branch Registered Investment Advisor founded in Sacramento, California, in 1993. Allworth is primarily a fee-based, employee-centric fiduciary advisory firm that emphasizes client well-being and education. The business is a multi-billion dollar firm with continued growth through acquisitions and organic growth. Allworth is recognized as a great place to work, having received the "Circle of Excellence" award from the National Business Research Institute for employee and client satisfaction in 2021, and was recognized as a Barron's Top 40 RIA in 2024. The Client Service Department aims 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 the Campbell, CA office, requiring the candidate to be in the office five days a week. The position offers a salary range between $60k-$68k and is eligible for an annual bonus based on performance.
Requirements
- 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
Nice To Haves
- BS/BA degree or equivalent work experience preferred
Responsibilities
- Delivering exceptional service experiences with every client interaction
- Greeting and assisting 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
Benefits
- Medical: Blue Shield (PPOs and HDHP with HSA) plans 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 401K contributions
- 15 days of paid time off annually during the first three years of employment (for Non-Exempt associates)
- 11 Paid Holidays
- Option to participate in our Equity Purchase Program
- Future growth opportunities within the company
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
