Administrative Assistant/Receptionist
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Trinity Pension Consultants
OH
Summary
The Administrative Assistant serves as the primary point of contact for the office, managing reception duties, mail, and visitor greeting. They also support office operations by maintaining inventory, coordinating meetings, and assisting the Sales and Marketing team with administrative tasks.
Job Description
Are you the person who can keep an office running like clockwork — greeting everyone with a smile, keeping
the details straight, and making sure nothing falls through the cracks? At
Trinity Pension Consultants, our Administrative Assistant is the friendly face
and organized hand behind our front desk and assists with our day-to-day office operations. If you love variety, take pride in getting
the small things right, and want to be part of a close-knit, growing team, we
want to meet you.
Who We Are
Trinity Pension Consultants,
Inc. is a leading regional, independent, non-producing Third-Party
Administration firm based in Akron, Ohio. We partner with retirement plan
sponsors and their financial professionals to deliver top-tier administration
and compliance solutions for employer-sponsored retirement plans — and we're
growing.
This is a part-time position,
approximately 20 hours per week, based in our Akron, Ohio office.
What You'll Do
• Be the welcoming first point of contact — answering and
directing calls, greeting visitors, and keeping mail and packages moving
(sorting, scanning, and routing incoming mail and client statements; prepping
outgoing mail and shipments).
• Keep the office running smoothly: manage supply and
kitchen inventory, troubleshoot office equipment like printers and the postage
machine, coordinate meeting room scheduling, and arrange catering for meetings
and team events.
• Support our Sales & Marketing team with data entry,
organizing electronic and physical files, and preparing, inventorying, and
shipping marketing materials to our Regional Vice Presidents.
• Coordinate advisor and client gifts, order lunches for
marketing events, and pitch in on other marketing
initiatives.
• Prepare PowerPoint presentations, complete
administrative forms and paperwork, and add seasonal touches that keep our
space welcoming.
• Jump in on cross-departmental projects and process
improvements — we're a team, and we roll up our sleeves together.
Requirements
Must-Haves
• Live in (or be ready to relocate to) Northeast Ohio.
• High school diploma or equivalent required; Associate
degree preferred.
• One year of clerical experience preferred.
• Proficient in MS Office (Word, Excel, Outlook,
PowerPoint).
• Strong written and verbal communication skills, with
sharp attention to detail and the ability to juggle multiple priorities.
• A self-starter with good problem-solving skills who
works well independently and takes pride in high-level client service.
Benefits
Why You'll Want to Stay
• Real work on real problems — we do things the right way
and keep improving.
• A true-partner mindset, with our clients and with each
other.
• A culture that promotes from within — when we say
upward mobility, we mean it.
• A team that genuinely wants to hear your ideas, not
just your output.
What We Offer
• Competitive hourly pay based on experience
• Paid Time Off (PTO), plus the option to purchase more!
• A flexible, friendly, team-oriented environment
• Company Paid Holidays
• Flexible work hours
Since our beginnings in 2006, we have been known in the marketplace for making complex retirement plans simple to understand.
Owner Anthony Warren started the company after realizing the need for a better client experience. Today, the company has grown from a two-man operation working out of a garage in Akron, Ohio, to an accredited firm with more than 60 employees. Our geographical footprint continues to grow, and today our territories cover all of Ohio, Kentucky, Indiana, Tennessee, Missouri, and parts of Michigan, Pennsylvania and West Virginia.
Every day we strive to bring a fresh perspective to you and your clients. We have the experience and expertise to look beyond a basic 401(k) to identify opportunities the Plan Sponsor or Financial Advisor may never have known existed. Our team of Regional Vice Presidents, Relationship Managers, Administrators, and Actuaries can create a customized and unique retirement plan experience for Financial Advisors and Business Owners.
Founded
2006
Company size
51-200 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Akron, Ohio
Since our beginnings in 2006, we have been known in the marketplace for making complex retirement plans simple to understand.
Owner Anthony Warren started the company after realizing the need for a better client experience. Today, the company has grown from a two-man operation working out of a garage in Akron, Ohio, to an accredited firm with more than 60 employees. Our geographical footprint continues to grow, and today our territories cover all of Ohio, Kentucky, Indiana, Tennessee, Missouri, and parts of Michigan, Pennsylvania and West Virginia.
Every day we strive to bring a fresh perspective to you and your clients. We have the experience and expertise to look beyond a basic 401(k) to identify opportunities the Plan Sponsor or Financial Advisor may never have known existed. Our team of Regional Vice Presidents, Relationship Managers, Administrators, and Actuaries can create a customized and unique retirement plan experience for Financial Advisors and Business Owners.
Founded
2006
Company size
51-200 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Akron, Ohio