Receptionist

Job Description

Job Description

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!

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser:

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success 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.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future (TM)