Branch Office Administrator

Allworth Financial•Yuba City, CA

4h•$57,000 - $60,000•Onsite

About The Position

Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Allworth Financial is 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 prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024. SUMMARY: Our Client Service Department consistently strives 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 our Yuba City, CA office; this candidate will be required to be in the office all five days of the work week. This position has a salary range between $57k-$60k and is eligible for an annual bonus based on their performance and the companies.

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 our 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