Front Office Administrator Job at Pinnacle Advisors, Columbus, OH

MEU4MDlrNTZpNWZpNUQ5NC9Rd2FqdVlGOVE9PQ==
  • Pinnacle Advisors
  • Columbus, OH

Job Description

Company Description

Pinnacle Advisors is a family-owned and operated Wealth Management firm dedicated to shaping the financial success stories of individuals and families across the United States for over two decades. We have 30 dedicated team members in six office locations: Mansfield, Medina, Mentor & Columbus, Ohio, and Sarasota and Tierra Verde, Florida. Pinnacle's experienced wealth management teams advise on over $2 billion in client assets and proudly serves over 1000 client families in 36 states and Puerto Rico.

Role Description

Pinnacle is searching for a new receptionist/admin for our Columbus office location. The major responsibilities of this position are:

  • Greet and engage clients
  • Answer multiple phone lines
  • Set up meeting rooms
  • Work with clients to get them to the correct team member quickly and pleasantly
  • Schedule client meeting
  • Maintain multiple advisor calendars
  • Prepare and send client letters
  • Coordinate, track, and order office supplies as necessary
  • Special typing projects, as needed
  • Performing other general or administrative duties as assigned by the supervisor or as necessary

Qualifications

  • Proficient in Microsoft Office
  • Strong organizational and clerical skills
  • Excellent customer service and phone etiquette
  • Experience with multi-line phone systems and front desk duties
  • Capable of data entry, filing, and calendar management
  • Previous experience as a receptionist or assistant is advantageous

Job Type: Full-time

Pay: $35,000.00 - $40,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Employee discount
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Professional development assistance
  • Tuition reimbursement
  • Vision insurance

Schedule:

  • Day shift
  • Monday to Friday
  • No nights
  • No weekends

Job Tags

Full time, Flexible hours, Night shift, Day shift, Monday to Friday,

Similar Jobs

Ghost RX

Nuclear Medicine Physician Job at Ghost RX

 ...Job Title: Nuclear Medicine Physician (Board Certified) Location: Lexington VA Health Care System, 1101 Veterans Dr., Lexington, KY 40502 Employer: GhostRx Schedule: FULL TIME / LOCUMS Position Overview: GhostRx is seeking a Board-Certified... 

Mondo

RPA Developer Job at Mondo

 ...Apply now: RPA Developer, location is Hybrid Charlotte, NC. The start date is ASAP for this contract-to-hire position. Job Title: RPA Developer Location-Type: Hybrid Charlotte, NC Start Date Is: ASAP Duration: Contract-to-Hire Compensation... 

Sodexo

Executive Chef 3 Job at Sodexo

 ...Overview: Bring your culinary creativity and leadership to Sodexo at the University of Nebraska at Kearney (UNK)! As an Executive Chef 3 , youll lead a talented culinary team in delivering exceptional dining experiences for students, faculty, and guests. If youre... 

ProSidian Consulting

Environmental Scientist | Environmental Consulting and Management Services Job at ProSidian Consulting

 ...Environmental Scientist | Environmental Consulting and Management Services ProSidian is a Management and Operations Consulting Services...  ...Familiarity with ASTM standards for environmental assessments. GIS and mapping proficiency. EDUCATION / EXPERIENCE... 

Chief Industries

Powder Coat Painter Job at Chief Industries

 ...Powder Coat Painter Chief Fabrication is seeking a Powder Coat Painter to join the Chief team. This position is responsible for performing advanced industrial powder coating operations on production materials in accordance with established specifications. Includes preparing...