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. We are looking for someone who is outgoing, friendly, organized and committed to providing our clients and advisors with an exceptional customer service experience.

This position requires 5 days of in office work in our Tucson, AZ office. This is a full-time, non-exempt position, with a salary ranging from $46,000 to $54,000 annually.

DUTIES AND RESPONSIBILITIES:

• Delivering exceptional service experiences with every client interaction
• Greeting and assisting our clients and guests with service requests and appointments
• Scheduling appointments for the advisory team
• 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, confirming client appointments
• Preparing and stocking refreshments for the office daily
• Restocking supplies for the office
• 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
• Helping Operations and Client Service with administrative duties as needed
• Suggesting and embracing process improvements
• Focusing on quality and accuracy of work
• Consistently demonstrating Allworth’s guiding principles

QUALIFICATIONS:

• Passion for excellent service and client satisfaction
• Excellent verbal and written communication skills
• 2 years of general administration and phone 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, but not required
• High School Diploma or GED required