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← Allworth Financial

Executive Office Administrator

Allworth Financial
Location
Indianapolis, Indiana, United States
Posted
1 month ago
Department
Client Service
What they actually want (must-haves)
  • Excellent organizational and multitasking skills
  • Strong interpersonal and communication abilities
  • Proficiency in office software and technology
  • Ability to work independently and as part of a team
  • Attention to detail and commitment to quality
  • Passion for excellent service and client satisfaction
Nice to have
  • 5+ years of general administration and phone experience preferred
  • BS/BA degree or equivalent work experience preferred, but not required
  • Flexibility and embraces change
  • High degree of professionalism
What the job really is

The Executive Office Administrator at Allworth Financial plays a vital role in the Client Service Department by providing exceptional customer service to clients and advisors. Daily responsibilities include managing client interactions, overseeing calendar appointments, maintaining office supplies, and supporting administrative tasks for senior leadership. The position requires in-office work in Indianapolis and emphasizes a proactive attitude and attention to detail.

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
Things to weigh
  • Position requires 5 days of in-office work
  • Role may involve routine tasks that could be seen as less dynamic
  • No specific salary information provided
Job score3.2/5
Benefits5/5
Freshness4/5
Career value3/5
Role clarity4/5
Pay transparency0/5

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