Branch Office Administrator at AllworthFinancial

📋 Description

• 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
• Managing calendars for advisors and preparing materials for appointments
• Directing incoming client calls to appropriate departments
• Assisting with facilities issues and tasks as needed

🎯 Requirements

• 2+ years of general administration and phone experience
• Excellent verbal and written communication skills
• Strong organizational skills and ability to meet deadlines
• Ability to multi-task and prioritize work daily
• Proficient with Microsoft Office and navigation of systems
• BS/BA degree or equivalent work experience preferred

🎁 Benefits

• Medical, dental, and vision plans
• Flexible spending accounts (FSA) and HSA
• Flexible working arrangements
• Generous 401K contributions
• 11 paid holidays
• PTO for exempt staff