Front Desk Associate

Job Title:

Front Desk Associate Location:

Campbell, CA 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 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 Campbell, 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 $60k-$68k and is eligible for an annual bonus based on their performance and the companies.

DUTIES AND 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

QUALIFICATIONS

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 BS/BA degree or equivalent work experience preferred

PHYSICAL REQUIREMENTS

Works in an office environment Requires extended periods of sitting or standing at a desk, talking on the phone, and typing Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer Occasionally move about inside the office to access file cabinets, office equipment, etc. May carry or lift weight up to 10 lbs. in very limited occurrences

Pay:

$60,000.00 - $68,000.00 per year

Work Location:

In person