Branch Office Administrator

<div class="content-intro"><p>Allworth Financial (<a href="http://www.allworthfinancial.com/">www.allworthfinancial.com</a>) 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.</p> <p>Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 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 2024.</p></div><p><strong>SUMMARY:</strong></p> <p>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.&nbsp;</p> <p><strong>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.</strong></p> <p><strong>DUTIES AND RESPONSIBILITIES:</strong></p> <p>&nbsp;</p> <ul> <li>Delivering exceptional service experiences with every client interaction</li> <li>Greeting and assisting our clients and guests with service requests and appointments</li> <li>Receiving all deliveries and routing to the appropriate recipient</li> <li>Preparing internal mail for routing to appropriate offices; receiving, opening and sorting daily mail</li> <li>Managing and reviewing calendars for advisors and preparing appropriate materials for upcoming appointments; making outbound client calls confirming appointments</li> <li>Preparing and stocking refreshments for the office daily</li> <li>Restocking supplies for the office</li> <li>Helping with snacks, beverages and meals as needed for the office staff or clients</li> <li>Directing incoming client