Front Desk Associate

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. 

This is a full-time, non-exempt role based out of our Campbell, CA office; this candidate will be required to be in the office all five days of the work week. This position has a salary range between $60k-$68k and is eligible for an annual bonus based on their performance and the companies.

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; making outbound client calls confirming 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

• 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

PHYSICAL REQUIREMENTS:

• Works in an office environment

• Requires extended periods of sitting or standing at a desk, talking on the phone, and typing

• Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer

• Occasionally move about inside the office to access file cabinets, office equipment, etc.

• May carry or lift weight up to 10 lbs. in very limited occurrences