What are the responsibilities and job description for the Administrative Assistant position at Allworth Financial?
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 in San Jose, CA.
The 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
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