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Job description
Executive Office AdministratorIndianapolis, Indiana, United StatesAllworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.This position requires 5 days of in-office work in our Indianapolis, IN office. This is a full-time, non-exempt position.Duties And ResponsibilitiesClient Interaction: Deliver exceptional service experiences by greeting and assisting clients and guests, addressing their service requests, and managing appointments with professionalism.Reception And Mail Management: Receive and route all deliveries to the appropriate recipients. Handle daily mail by receiving, opening, sorting, and preparing internal mail for distribution.Conference Room Maintenance: Regularly clean and maintain conference rooms to ensure they are ready for meetings and events.Calendar Management: Oversee and coordinate calendars for advisors, ensuring all appointments are scheduled, confirmed, and supported with necessary materials.Office Refreshments: Prepare and stock refreshments daily. Provide snacks, beverages, and meals as needed for office staff and clients.Phone And Communication Management: Direct incoming client phone calls to the appropriate departments and ensure efficient communication flow within the office.Office Supplies Management: Monitor and manage office supplies, ensuring inventory levels are maintained and restocked as needed.Facilities Assistance: Assist with addressing facilities-related issues and tasks, ensuring a well-functioning and comfortable office environment.Administrative Support: Provide support to Operations and Client Service teams with various administrative duties and tasks.Executive Support: Provide general executive administrative support, including scheduling, correspondence, coordination, and preparation of materials for senior leadership as needed.Process Improvement: Proactively suggest and implement process improvements to enhance efficiency and effectiveness within the office.Quality Focus: Maintain a high standard of work quality and accuracy, consistently demonstrating Allworth's guiding principles.Proactive Attitude: Embrace a go-getter attitude, taking initiative and demonstrating a strong commitment to excellence in all aspects of the role.QualificationsExcellent organizational and multitasking skillsStrong interpersonal and communication abilitiesProficiency in office software and technologyAbility to work independently and as part of a teamAttention to detail and commitment to qualityPassion for excellent service and client satisfactionExcellent verbal and written communication skills5+ years of general administration and phone experience preferredFlexibility and embraces changeHigh degree of professionalismBS/BA degree or equivalent work experience preferred, but not requiredHigh School Diploma or GED requiredBenefitsWe value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associatesDental insurance with MetLifeVision insurance with VSPOptional supplemental benefitsHealthcare savings accounts with company contributionFlexible spending accountsFlexible working arrangementsGenerous 401K contributionsExempt associates qualify for our flexible paid time off policyNon-Exempt associates will receive 15 days of paid time off annually during the first three years of employment11 Paid HolidaysOption to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)Future growth opportunities within the companyIn addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.Benefits are available to full-time associates who work more than 30 hours a week.
Worksite address
indianapolis, IN, 46201, US
Who can apply
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