Branch Office Administrator

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. 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.

Requirements

• Delivering exceptional service experiences with every client interaction
• Greeting and assisting our clients and guests with service requests and appointments
• Preparing internal mail for routing to appropriate offices; receiving, opening and sorting daily mail

Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions