This is an excellent opportunity for a professional who loves working directly with clients, has a proven track record of extreme attention to detail, and wants to work in a fast-paced, challenging, team-oriented, and rewarding environment.

This is a full time role based out of Walnut Creek, California and is 100% in-office that requires working from the office, five days a week. 

The Receptionist ( internal title is Director of First Impressions) is a critical role serving as the first impression for inbound and outbound phone calls and in-office visits.

DUTIES AND RESPONSIBILITIES:

• Delivering positive, reliable and memorable phone service experiences to our wealth management clients
• Greeting and assisting our clients as they arrive for appointments as well as assisting "walk-in" clients with whatever needs they may have
• Prepare coffee for our clients and set our condiments for the day
• Re-stock supplies, beverages and keep breakroom clean
• Scheduling and confirming client appointments for the advisor team
• Receiving all deliveries and routing to the appropriate recipient
• Directing incoming client phone calls to the assigned service team
• Seeking to impress our clients with every interaction
• Focusing on quality and accuracy of work
• Assisting other team members with tasks and projects as needed
• Suggesting and implementing process improvements
• Consistently demonstrating Allworth’s guiding principles

QUALIFICATIONS

• Passion for excellent service and client satisfaction
• Excellent verbal and written communication skills
• Front Desk work experience with heavy scheduling experience preferred
• Ability to multi-task and prioritize work daily with frequent interruptions
• Flexibility and embraces change
• Strong team player and approachable
• High degree of professionalism
• Proficient with Microsoft Office applications required
• Client Relationship Management (CRM) and Document Management workflow systems a plus
• BS/BA degree preferred; High school diploma or GED required