Office Manager/Receptionist (In-Office)

Golden-Reserve-LL; Green Tree (Allegheny County); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Health Insurance

Vision Insurance

Dental Insurance

401(k)

Life Insurance

Generous time off

Job summary

Golden Reserve seeks an experienced Regional Client Administrator to oversee its Pittsburgh, PA locations. The RCA blends reception and office management into a sales-support role focused on superior client experiences.

You will handle client communications, manage regional office operations, and maintain filing systems while supporting the sales and operations teams with a world-class service mindset.

Qualifications

• Two (2) years+ of administrative support experience, including phone support.
• Expertise in Microsoft Office (Teams).
• Excellent grammar, spelling, proofreading and communication skills.
• GRIT – ownership, accountability and problem-solving in a fast-paced environment.

Responsibilities

• Handle all incoming and outbound client communication and correspondence.
• Manage internal operational aspects of the region's offices (inventory, client experience).
• Maintain client filing system and provide world-class client service.

Skills

Client service

Communication

Grammar & proofreading

Sales support

GRIT

Tools

Microsoft Office

Teams

Job description

Description

Golden Reserve is seeking an experienced Regional Client Administrator (RCA) to help oversee its locations in Pittsburgh, Pennsylvania.

Our RCA is a mix of a Receptionist and an Office Manager. Unlike other financial institutions, this is NOT just an administrative role – you are vital part of the sales and operational teams.

As an RCA, you would be responsible for (1) all incoming and outbound client communication and correspondence (phones, digital and traditional postage), (2) managing all internal operational aspects of your region’s office(s) (inventory and client experience), (3) maintaining our client filing system, and (4) providing world class custom service.

Our RCA Team is recognized as both the face and heart of Golden Reserve. They are responsible for delivering our first impression and being the point of contact for all client communications.

Golden Reserve’s unique approach to financial services is redefining financial planning – we hold monthly seminars that you would help support and have weekly TV & Radio Shows across Ohio - and it is working. We are one of the fastest growing companies in Ohio, with close to 20 offices and regularly recognized as one of the most innovative financial service companies in the country.

What we ask

• Client Service Excellence: Understanding that we are entrusted with the life savings of our clients is a huge responsibility, that we do not take lightly.
• Be The Heart: Ensure our Sales team is supported so that we can help more families – while being the compassionate front-line for our communication and client experience to our clients.
• Commitment: we know we must earn your trust, but we expect every recruit to be committed to our process and systems of managing client services and support to learn the GR-Way.
• Ownership: taking ownership and personal pride in the operational excellence and appearance of your office location(s), ensuring they have all the necessary items to deliver a world-class client experience.

What we provide:

• RCA Captains – you will have multiple dedicated supporting RCA Team Leaders that help you manage (1) workload and (2) policy and training needs.
• Competitive Salary - $55,000 - $70,000.
• Benefits - Generous time off policy, Health Insurance, Vision Insurance, Dental Insurance, 401(k), & Life Insurance.
  

WORK SCHEDULE

This role is in-office. Work hours are 8:30 am - 5:30 pm with a 1-Hour lunch. Must be available to work occasional evening hours to support our educational workshops, as needed. We pay overtime. This position is full-time in-office.

BEFORE YOU APPLY – this is NOT a typical financial services position –to learn more about the RCA role, check out: A Day in the Life of an RCA. To learn more about how we are different, check out Expedition Retirement, to see if our mission is the right fit for you. (https://www.youtube.com/channel/UCwCkZujo5qfXawlLRNHbdnw)

You can also learn more at www.goldenreserve.com.

Requirements

What we need:

• Two (2) years+ of administrative support experience (must include phone support).
• Expertise in Microsoft Office (including Teams).
• Excellent grammar, spelling, proofreading and communication soft skills.
• GRIT – we built this company brick by brick on a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter in this workplace.