Branch Office Administrator

Allworth Financial•Norwood, MA

11d•Onsite

About The Position

Allworth Financial is seeking a full-time Branch Office Administrator for its Norwood, Massachusetts branch. This hourly, non-exempt role is the first point of contact for inbound calls and office visitors, providing a welcoming and reliable experience for wealth management clients while supporting the advisor team and general office operations. The position is onsite during regular business hours, Monday through Friday, and pays $22–$30 per hour depending on experience.

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 approach and approachability.
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 and assist clients arriving for appointments and 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 recipients.
Direct incoming client 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 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 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 environment that encourages learning, growth, and contributions to processes, decisions, planning, and culture.