Branch Office Administrator

📋 Description

• Delivering positive, reliable and memorable phone service experiences to our wealth management
• Greeting and assisting clients as they arrive for appointments as well as assisting 'walk-in'
• Re-stock supplies, beverages and keep breakroom clean
• Scheduling and confirming client appointments for the advisor team
• General administrative duties to support the office and the other associates
• Periodic backup or supplemental coverage for Service Associates

🎯 Requirements

• Passion for excellent service and client satisfaction
• Excellent verbal and written communication skills
• 2+ years of Front Desk/Receptionist work experience
• Ability to multi-task and prioritize work daily with frequent interuptions
• Flexibility and embraces change
• Strong team player and approachable

🎁 Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts