Executive Office Administrator

<div class="content-intro"><p></p> <p data-olk-copy-source="MessageBody"></p> <p><strong data-olk-copy-source="MessageBody">About Allworth Financial</strong></p> <p data-olk-copy-source="MessageBody">Allworth Financial (<a href="https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.allworthfinancial.com%2F&data=05%7C02%7CIliana.Escobar%40allworthfinancial.com%7C2026e3688002494e93f808df0eaab575%7C1750600f3ba44b0792b0e6cf63ab59d0%7C0%7C0%7C639245798531057261%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=wcUn7TLLpjjmsIf%2F0o3IE85m3Pxdeo6ewHuXRdqNzHw%3D&reserved=0" data-auth="NotApplicable" data-linkindex="2">www.allworthfinancial.com</a>) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.</p> <p>Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.</p> <p><span data-olk-copy-source="MessageBody">Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.</span></p> <p></p></div><p><strong>SUMMARY:</strong></p> <p>Our Client Service Department consistently strives for service excellence. The Executive Office Administrator is a critical role and we are looking for someone who is outgoing, friendly, organized and committed to providing our clients and advisors with an exceptional customer service experience.  </p> <p><strong><u>This position requires 5 days of in-office work in our Indianapolis, IN office. This is a full-time, non-exempt position.</u></strong></p> <p> </p> <p><strong>DUTIES AND RESPONSIBILITIES:</strong></p> <ul> <li><strong>Client Interaction:</strong> Deliver exceptional service experiences by greeting and assisting clients and guests, addressing their service requests, and managing appointments with professionalism.</li> <li><strong>Reception and Mail Management:</strong> Receive and route all deliveries to the appropriate recipients. Handle daily mail by receiving, opening, sorting, and preparing internal mail for distribution.</li> <li><strong>Conference Room Maintenance:</strong> Regularly clean and maintain conference rooms to ensure they are ready for meetings and events.</li> <li><strong>Calendar Management:</strong> Oversee and coordinate calendars for advisors, ensuring all appointments are scheduled, confirmed, and supported with necessary materials.</li> <li><strong>Office Refreshments:</strong> Prepare and stock refreshments daily. Provide snacks, beverages, and meals as needed for office staff and clients.</li> <li><strong>Phone and Communication Management:</strong> Direct incoming client phone calls to the appropriate departments and ensure efficient communication flow within the office.</li> <li><strong>Office Supplies Management:</strong> Monitor and manage office supplies, ensuring inventory levels are maintained and restocked as needed.</li> <li><strong>Facilities Assistance:</strong> Assist with addressing facilities-related issues and tasks, ensuring a well-functioning and comfortable office environment.</li> <li><strong>Administrative Support:</strong> Provide support to Operations and Client Service teams with various administrative duties and tasks.</li> <li><strong>Executive Support:</strong> Provide general executive administrative support, including scheduling, correspondence, coordination, and preparation of materials for senior leadership as needed</li> <li><strong>Process Improvement:</strong> Proactively suggest and implement process improvements to enhance efficiency and effectiveness within the office.</li> <li><strong>Quality Focus:</strong> Maintain a high standard of work quality and accuracy, consistently demonstrating Allworth’s guiding principles.</li> <li><strong>Proactive Attitude:</strong> Embrace a go-getter attitude, taking initiative and demonstrating a strong commitment to excellence in all aspects of the role.</li> </ul> <p><strong> QUALIFICATIONS:</strong></p> <ul> <li>Excellent organizational and multitasking skills</li> <li>Strong interpersonal and communication abilities</li> <li>Proficiency in office software and technology</li> <li>Ability to work independently and as part of a team</li> <li>Attention to detail and commitment to quality</li> <li>Passion for excellent service and client satisfaction</li> <li>Excellent verbal and written communication skills</li> <li>5+ years of general administration and phone experience preferred</li> <li>Flexibility and embraces change</li> <li>High degree of professionalism</li> <li>BS/BA degree or equivalent work experience preferred,