Acorn Financial Services · 3 hours ago
Receptionist / Administrative Assistant
Reston, VA 20191
Full-time
Onsite
New Grad, Entry LevelAcorn Financial Services is an independent financial planning firm headquartered in Reston, Virginia. They are looking for an upbeat front office coordinator/administrative assistant to create a warm atmosphere for clients while providing excellent customer service and managing day-to-day office activities.
AdviceFinancial ServicesWealth Management
Responsibilities
Answer telephone calls on a multi-line telephone system while taking detailed messages
Confirming appointments in a cloud-based scheduling system the prior day
Greet clients enthusiastically upon check-in and offer beverage service
Update client records as needed
Order office materials
Maintain housekeeping of conference rooms and kitchen
Stock kitchen with food and beverage items upon arrival
Order and organize group lunches for lunch and learn sessions approximately one time per week
Perform miscellaneous administrative tasks including faxing, scanning, shipping
Sort and receive mail and deliveries
Assist staff with preparing and processing new account paperwork as needed
Know the whereabouts of all personnel and relay messages at least once a day to firm members working outside the office
Qualification
Required
Professional demeanor
Positive attitude
Punctuality
Detail-oriented
Ability to answer telephone calls on a multi-line telephone system while taking detailed messages
Experience confirming appointments in a cloud-based scheduling system
Ability to greet clients enthusiastically upon check-in and offer beverage service
Experience updating client records as needed
Ability to order office materials
Ability to maintain housekeeping of conference rooms and kitchen
Ability to stock kitchen with food and beverage items upon arrival
Experience ordering and organizing group lunches for lunch and learn sessions approximately one time per week
Ability to perform miscellaneous administrative tasks including faxing, scanning, shipping
Ability to sort and receive mail and deliveries
Ability to assist staff with preparing and processing new account paperwork as needed
Ability to know the whereabouts of all personnel and relay messages at least once a day to firm members working outside the office
Benefits
Starting at 2 weeks of paid time off anytime, plus an additional 15-20 days dictated by the stock market holiday schedule
Health/Dental/Vision available
401(k) with company match after probationary period
Workplace perks such as food, coffee, periodic lunches, team events
Lifetime gym Membership
Company
Acorn Financial Services
Welcome to Acorn Financial Services For nearly three decades Acorn Financial Services has served successful individuals, and small business owners across the United States.
Founded in 1996
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Danny Williams
Partner, Senior Private Wealth Consultant
James Gambaccini
Managing Partner, Financial Planner
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