Front Desk Associate

TRC Talent Solutions is hiring a Front Desk Associate for a financial advisory firm in Yuba City, CA .

Our client specializes in retirement planning, investment advising, and 401(k) management. They take a direct, strategic approach to financial planning, helping individuals and families secure their long- and short-term financial futures.

Summary:

The 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.

Job Details:

• Role Type: Full-time, non-exempt role based in Yuba City, CA

• Location: Yuba City, CA. Requires 5 days of in-office work.

• Salary: Expected base salary $57k-$60k. Eligible for an annual bonus based on their performance and the companies.

What You'll Be Doing:
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 Allworths guiding principles

What We Are Looking For:
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

TRC 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.