Overview
Pillar Financial is seeking a polished, personable, and highly organized Receptionist / Client Service Coordinator to serve as the first point of contact for our clients and visitors. We are a boutique financial firm with a small core team and a strong emphasis on personal, in-depth client relationships.
The ideal candidate is warm and professional, takes pride in creating a welcoming office environment, has excellent attention to detail, and can confidently manage multiple priorities in a client-focused setting.
Schedule & Benefits
- Monday–Friday, 38–40 hours per week
- Standard business hours
- Standard employee benefits available after 90 days of employment
Primary Responsibilities
- Serve as the first point of contact for clients and visitors.
- Welcome and greet clients and coordinate their arrival with the advisor/team.
- Answer and route incoming phone calls.
- Respond to general email inquiries and forward messages to the appropriate team member.
- Assist with client appointment scheduling, including confirmation and follow-up calls and emails.
- Prepare and maintain reception areas, conference rooms, and kitchen areas for client meetings.
- Prepare, organize, scan, and file documents for office use and client meetings.
- Complete meeting follow-up, including:
- Collecting and scanning client documents.
- Entering relevant information into Wealthbox CRM.
- Scheduling follow-up appointments.
- Monitor team calendars, notes, and reminders and follow up as appropriate.
- Perform general administrative, filing, and organizational duties, both physical and digital.
- Assist with approximately three weekend client events per year.
- Support team members with additional administrative duties, special projects, and occasional errands as needed.
Qualifications & Requirements
- Warm, professional, and personable demeanor with a genuine interest in creating a positive client experience.
- Strong attention to detail and organizational skills.
- Reliable, dependable, and punctual.
- Ability to prioritize, multitask, and adapt smoothly to changing or ad-hoc requests.
- Excellent written and verbal communication skills.
- Accurate and efficient typing skills.
- Strong computer skills and comfort working in a Windows PC environment.
- Proficiency with Microsoft Outlook Desktop, including email and calendar management.
- Experience with Microsoft Office applications, including Word, Excel, and OneDrive.
- Experience with Wealthbox CRM is a plus, but not required.
- Ability to work effectively as part of a small, collaborative team.
The Right Fit
This position is best suited for someone who enjoys interacting with people, takes ownership of their responsibilities, and understands that the details matter. Our clients should feel welcomed, valued, and well cared for whenever they visit or contact our office.
Reliability and consistent attendance are critical requirements of the position.
Additional Requirements
Professional references are required. Employment is contingent upon successful completion of applicable pre-employment screening and required employment agreements.
Pillar Financial is committed to providing a professional, welcoming, and client-focused environment for both our clients and our team.
Pay: $18.00 - $22.00 per hour
Benefits:
- Dental insurance
- Health insurance
- Paid time off
Work Location: In person
