Branch Office Administrator

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 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.

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. In addition, the Client Operations Representatives provide these services in a back-office function by fulfilling the various requests from Advisors and Client Relationship Specialists.

This is a full-time, non-exempt role based out of Houston, TX; this candidate will be required to be in the office all five days of the work week.

The base salary range for this role is $48,000-$55,000 per year. In addition, we also provide generous benefits to all our full-time employees. 

 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
  • Preparing and stocking refreshments for the office daily
  • 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
  • Fulfill client requests by prioritizing and completing tasks within a queue.
  • Work with other teammates to ensure proper assignment and completion of requested tasks.
  • Create and process paperwork for all client requests, including but not limited to account maintenance forms.
  • Facilitate the delivery of paperwork to the client through Custodial Direct, DocuSign, mail/overnight, or email to Advisor for meetings.
  • Reviews and quality checks completed paperwork to limited errors.
  • Submits and processes paperwork directly to the appropriate custodians.
  • Follows up and provides status updates through completion of the task assigned.
  • Works directly with custodians to process work in a timely and accurate manner.
  • Collaborates with Client Relationship Specialist or Advisors to obtain missing client data or paperwork.
  • Maintains satisfactory attendance.
  • Suggesting and embracing process improvements
  • Focusing on quality and accuracy of work
  • Consistently demonstrating Allworth’s guiding principles
  • Any other duties as assigned

 QUALIFICATIONS

• Passion for excellent service and client satisfaction
• Excellent verbal and written communication skills 
• 2+ years of general administration and phone experience
• Minimum 1 year of wealth management industry and support service experience preferred 
• 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.

BENEFITS

We value our associates’ ti