Receptionist
About the Role
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An established Pittsburgh based financial planning firm is searching for a Receptionist to join their growing office! We are searching for somebody who has a growth oriented mind set and a welcoming, warm customer service personality. This position offers great room for growth, free parking, and a great company culture.
Responsibilities
- Serve as the first point of contact for clients, providing a welcoming and professional experience in person and over the phone.
- Coordinate advisor calendars by scheduling, confirming, and adjusting appointments as needed.
- Process new client paperwork and applications, ensuring accuracy and timely completion.
- Maintain client records and update the CRM database through detailed data entry and account management.
- Track outstanding service requests and proactively communicate progress updates to clients.
- Support client event coordination, including registration management and on-site assistance.
- Monitor office supply inventory and place orders to ensure the front office remains fully stocked.
Requirements
- Bachelors degree is preferred
- Strong customer service and communication skills with a professional and courteous demeanor
- Proficiency in Microsoft Suite applications
- Strong organizational and time management skills with the ability to prioritize multiple tasks and meet deadlines
To get your foot in the door with a growing organization, apply today!
A1476405PIT_1791234728
To Apply for this Job Click Here
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Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
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