Branch Office Administrator

Job Title:

Branch Office Administrator Location:

Dansville, NY Allworth Financial (www.allworthfinancial.com) 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.

SUMMARY:

Our Service Team consistently strives for service excellence. The Front Desk Associate 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. In addition, the Service Associate works closely with advisors to deliver the best client experience. Service Associates are critical to the service delivery and provide a high-touch experience with our clients.

DUTIES AND RESPONSIBILITIES

Deliver exceptional service in every client interaction Greet and assist our clients and guests with service requests and appointments Partners with advisor team to set and achieve high service standards Manage and review calendars for advisors and prepare appropriate materials for upcoming appointments Ensure a seamless onboarding experience and work with clients to set a great first impression Remove roadblocks for clients and focus on ease of doing business Deliver customized service with each client and demonstrate ownership for every request Coordinate client appointments, process requests received from advisors and clients Answer phone calls and emails from clients; follow up on client requests Submit transaction requests to processing team to ensure completion and accuracy Ability to handle multiple advisors' book of business and complex service situations Understand department workflows, policies and procedures to submit requests correctly and timely Identify process improvements and partners with leaders to implement changes Provides notary services for client transactions Prepare and stock refreshments for the office daily Help with snacks, beverages and meals as needed for the office staff or clients Direct incoming client phone calls to appropriate departments Manage office supplies and restock as needed Receive all deliveries and route to the appropriate recipient Prepare internal mail for routing to appropriate offices; receive, open and sort daily mail; Assist with facilities related issues and tasks as needed Maintain satisfactory attendance Suggest and embrace process improvements Focus on quality and accuracy of work Any other duties as assigned

QUALIFICATIONS

Passion for excellent service and client satisfaction Excellent verbal and written communication skills Minimum 1 year of financial services industry and client service experience preferred Strict attention to detail with high quality results 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 BS/BA degree or equivalent work experience preferred

Pay:

$50,000.00 - $55,000.00 per year

Work Location:

In person