Job Description

Allworth Financial 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 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.

Requirements:

• Client Interaction: Deliver exceptional service experiences by greeting and assisting clients and guests, addressing their service requests, and managing appointments with professionalism.

• Reception and Mail Management: Receive and route all deliveries to the appropriate recipients. Handle daily mail by receiving, opening, sorting, and preparing internal mail for distribution.

• Conference Room Maintenance: Regularly clean and maintain conference rooms to ensure they are ready for meetings and events.

• Calendar Management: Oversee and coordinate calendars for advisors, ensuring all appointments are scheduled, confirmed, and supported with necessary materials.

• Office Refreshments: Prepare and stock refreshments daily. Provide snacks, beverages, and meals as needed for office staff and clients.

• Phone and Communication Management: Direct incoming client phone calls to the appropriate departments and ensure efficient communication flow within the office.

• Office Supplies Management: Monitor and manage office supplies, ensuring inventory levels are maintained and restocked as needed.

• Facilities Assistance: Assist with addressing facilities-related issues and tasks, ensuring a well-functioning and comfortable office environment.

• Administrative Support: Provide support to Operations and Client Service teams with various administrative duties and tasks.

• Executive Support: Provide general executive administrative support, including scheduling, correspondence, coordination, and preparation of materials for senior leadership as needed

• Process Improvement: Proactively suggest and implement process improvements to enhance efficiency and effectiveness within the office.

• Quality Focus: Maintain a high standard of work quality and accuracy, consistently demonstrating Allworths guiding principles.

• Proactive Attitude: Embrace a go-getter attitude, taking initiative and demonstrating a strong commitment to excellence in all aspects of the role.

Qualifications:

• 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

Equal Opportunity Employer

TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.

Job Tags

Similar Jobs