Front Office Administrator Job at Pinnacle Advisors, Columbus, OH

U3JZR2VIQmRFeHM3TkJkVm5LZkxEUk9sdXc9PQ==
  • 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

Medcure Internal Medicine

Night Nurse Practitioner(URGENT) Job at Medcure Internal Medicine

 ...Job description *NIGHT SHIFT* Acute Care or Adult Gerontology Nurse Practitioner with advanced health assessment and decision-making skills. This individual works in collaboration with physicians and other health care professionals to provide health care across the... 

SGS

Director of Operations Job at SGS

 ...before implementation. Approves purchases of operating supplies and works with senior management to gain approval when needed for capital...  ...organization to major customers, government agencies, and the public .Provides resources and opportunities for personal, business,... 

Brightpath Associates LLC

Director of Mechanical Contracting Project Management Job at Brightpath Associates LLC

 ...Job Description Position Overview The Director - Mechanical Contracting Project Management will play a pivotal leadership role...  ...improvements in estimating and execution. Qualifications Education: Bachelors degree in construction management or a... 

HMT Tank

Rope Access Level III Job at HMT Tank

 ...experience to customize solutions that help tank operations become more efficient, more productive, and more profitable. The Rope Access Level III will perform and/or assist NDT Technicians in performing non-destructive Testing of materials. Job Duties: Set up... 

Arctech

Marketing Manager (J10103) Job at Arctech

 ...Job Summary: We are searching for a dynamic and results-driven Marketing Manager to join our team in the San Francisco Bay Area. This role is pivotal in driving the growth and expansion of our solar tracker products within the renewable energy market. The Marketing Manager...