Receptionist/Administrative Assistant Job at Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Columbus, OH 43235
Pinnacle Wealth Planning Services, Inc. (“Pinnacle”) is a family owned and operated, fee-only Wealth Management firm with 26 dedicated team members in six office locations: Mansfield, Medina, Mentor & Columbus, Ohio and St. Petersburg and Tierra Verde, Florida. Pinnacle's experienced wealth management teams advise on over $1.8 Billion in client assets with an average of $2 Million per client family relationship. Pinnacle proudly serves over 900 client families in 34 states and Puerto Rico. We help families build a better financial life.
We are searching for a new receptionist/aa for our Columbus office location. The major responsibilities of this position are:
- Greet and engage clients
- Answer multiple phones lines
- Work with clients to get them to the correct team member quickly and pleasantly
- Schedule client meeting
- 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
Job Type: Full-time
Pay: $14.00 - $16.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- No nights
- No weekends
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Columbus, OH 43235: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Client Service (Required)
Work Location: In person
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