Executive Office Administrator

Allworth Financial•Indianapolis, IN

2d•Onsite

About The Position

Allworth Financial is an independent investment financial advisory firm that specializes 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 considered a great place to work and has received the "Circle of Excellence" award for employee and client satisfaction in 2021, and was recognized as a Barron's Top 40 RIA in 2024. The Client Service Department consistently strives for service excellence. The Executive Office Administrator is a critical role and we are looking for someone who is outgoing, friendly, organized and committed to providing our clients and advisors with an exceptional customer service experience. This position requires 5 days of in-office work in our Indianapolis, IN office. This is a full-time, non-exempt position.

Requirements

Excellent organizational and multitasking skills
Strong interpersonal and communication abilities
Proficiency in office software and technology
Ability to work independently and as part of a team
Attention to detail and commitment to quality
Passion for excellent service and client satisfaction
Excellent verbal and written communication skills
5+ years of general administration and phone experience preferred
Flexibility and embraces change
High degree of professionalism
BS/BA degree or equivalent work experience preferred, but not required
High School Diploma or GED required

Responsibilities

Deliver exceptional service experiences by greeting and assisting clients and guests, addressing their service requests, and managing appointments with professionalism.
Receive and route all deliveries to the appropriate recipients. Handle daily mail by receiving, opening, sorting, and preparing internal mail for distribution.
Regularly clean and maintain conference rooms to ensure they are ready for meetings and events.
Oversee and coordinate calendars for advisors, ensuring all appointments are scheduled, confirmed, and supported with necessary materials.
Prepare and stock refreshments daily. Provide snacks, beverages, and meals as needed for office staff and clients.
Direct incoming client phone calls to the appropriate departments and ensure efficient communication flow within the office.
Monitor and manage office supplies, ensuring inventory levels are maintained and restocked as needed.
Assist with addressing facilities-related issues and tasks, ensuring a well-functioning and comfortable office environment.
Provide support to Operations and Client Service teams with various administrative duties and tasks.
Provide light executive assistance to the Chief Financial Officer, including scheduling, correspondence, and preparation of materials.
Proactively suggest and implement process improvements to enhance efficiency and effectiveness within the office.
Maintain a high standard of work quality and accuracy, consistently demonstrating Allworth’s guiding principles.
Embrace a go-getter attitude, taking initiative and demonstrating a strong commitment to excellence in all aspects of the role.

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