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

Similar Jobs