Branch Office Administrator

Allworth FinancialRedding, CA
22h$50,000 - $60,000Onsite

About The Position

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 Chico, CA or Redding, 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 $50k-$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
  • Exempt associates qualify for our flexible paid time off policy
  • Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
  • 11 Paid Holidays
  • Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
  • Future growth opportunities within the company
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