Front Desk Associate

Front Desk AssociateAllworth 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 seeking a Branch Office Administrator for our Norwood, MA branch office. The Branch Office Administrator is a critical role serving as the first impression for inbound phone calls and in-office visits. This position is full time and an hourly/non-exempt position that pays between $22-30/hour depending on experience.Responsibilities:Delivering positive, reliable and memorable phone service experiences to our wealth management clientsGreeting and assisting our clients as they arrive for appointments as well as assisting "walk-in" clients with whatever needs they may haveRe-stock supplies, beverages and keep breakroom cleanScheduling and confirming client appointments for the advisor teamGeneral administrative duties to support the office and the other associatesPeriodic backup or supplemental coverage for Service AssociatesHandling incoming and outgoing mailReceiving all deliveries and routing to the appropriate recipientDirecting incoming client phone calls to the assigned service teamSeeking to impress our clients with every interactionFocusing on quality and accuracy of workSuggesting and implementing process improvementsConsistently demonstrating Allworth's guiding principlesQualifications:Passion for excellent service and client satisfactionExcellent verbal and written communication skills2+ years of Front Desk/Receptionist work experienceAbility to multi-task and prioritize work daily with frequent interruptionsFlexibility and embraces changeStrong team player and approachableHigh degree of professionalismProficient with Microsoft Office applications as well as Client Relationship Management (CRM) and Document Management workflow systemTRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.