To Apply for this Job Click Here
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