Branch Office Administrator Jobs

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.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993, and still run by its original founders, Scott Hanson and Pat McClain, 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 2022.

This is an excellent opportunity for a professional who loves working directly with clients, has a proven track record of extreme attention to detail, and wants to work in a fast-paced, challenging, team-oriented, and rewarding environment. Allworth Financial is has won multiple local and national Best Places to Work awards an is among Barron's Top 100 RIA firms for 2020! Allworth Financial is seeking a Branch Office Administrator for our Sacramento, CA branch office. The Branch Office Administrator is a critical role serving as the first impression for inbound phone calls and in-office visits. This position is full time, in office, and an hourly/non-exempt position that pays between $21-23/hour.

DUTIES AND RESPONSIBILITIES:

• Suggesting and implementing process improvements
• Delivering positive, reliable and memorable phone service experiences to our wealth management clients
• Consistently demonstrating Allworth's guiding principles
• General administrative duties to support the office and the other associates
• Re-stock supplies, beverages and keep breakroom clean
• Handling incoming and outgoing mail
• Focusing on quality and accuracy of work
• Directing incoming client phone calls to the assigned service team
• Greeting and assisting our clients as they arrive for appointments as well as assisting "walk-in" clients with whatever needs they may have
• Receiving all deliveries and routing to the appropriate recipient
• Seeking to impress our clients with every interaction
• Scheduling and confirming client appointments for the advisor team

Qualifications

• 2+ years of Front Desk/Receptionist work experience
• High degree of professionalism
• Proficient with Microsoft Office applications as well as Client Relationship Management (CRM) and Document Management workflow system
• Excellent verbal and written communication skills
• Ability to multi-task and prioritize work daily with frequent interuptions
• Passion for excellent service and client satisfaction
• Strong team player and approachable
• Flexibility and embraces change

Benefits

We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

• Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO and HDHP with HSA) plans for California associates
• Healthcare savings accounts with company contribution
• Dental insurance with MetLife
• Flexible spending accounts
• Future growth opportunities within the company
• Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment.
• Option to participate in our Equity Purchase Program
• Vision insurance with VSP
• Optional supplemental benefits
• Flexible working arrangements
• Generous 401K contributions
• Exempt associates qualify for our flexible paid time off policy.

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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