Administrative Associate (Folsom)

TRC is proud to partner with a leading firm in the financial wealth management industry that delivers comprehensive financial planning, investment management, and retirement solutions designed to help clients build and protect their wealth.

SUMMARY:
The Front Desk Associate 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. In addition, the Client Relationship Specialist works closely with advisor partners to deliver the best client experience. Client Service Relationship Specialists are critical to the service delivery and provide a high-touch experience with our clients.

Hours: 8am-5pm Monday-Friday

Temporary - Possible Conversion

DUTIES AND RESPONSIBILITIES:

• Delivering exceptional service experiences with every client interaction
• Greeting and assisting our clients and guests with service requests and appointments
• Partners with advisor team to set and achieve high service standards
• Managing and reviewing calendars for advisors and preparing appropriate materials for upcoming appointments
• Ensures a seamless onboarding experience and works with clients to set a great first impression
• Removes roadblocks for clients and focuses on ease of doing business
• Delivers customized service with each client and demonstrates ownership for every request
• Coordinates client appointments, processes requests received from advisors and clients
• Answers phone calls and emails from clients; follows up on client requests
• Submits transaction requests to processing team to ensure completion and accuracy
• Ability to handle multiple advisors’ book of business and complex service situations
• Achieves high quality and accuracy of work
• Understands department workflows, policies and procedures to submit requests correctly and timely
• Identifies process improvements and partners with leaders to implement changes
• Provides notary services for client transactions
• Preparing and stocking refreshments for the office daily
• 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
• Receiving all deliveries and routing to the appropriate recipient
• Preparing internal mail for routing to appropriate offices; receiving, opening and sorting daily mail; Assisting with facilities related issues and tasks as needed
• Maintains satisfactory attendance.
• Suggesting and embracing process improvements
• Focusing on quality and accuracy of work
• Consistently demonstrating Allworth’s guiding principles
• Any other duties as assigned.

• Passion for excellent service and client satisfaction
• Excellent verbal and written communication skills
• Minimum 1 year of financial services industry and client service experience preferred
• Strict attention to detail with high quality results
• 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.