What are the responsibilities and job description for the Future Opening: Administrative Assistant / Receptionist position at Acorn Financial Services Inc?
Acorn Financial Services is an independent financial planning firm with headquarters in Reston, Virginia. We cater to high-net-worth individuals and offer comprehensive financial planning solutions in the areas of wealth management, business planning, tax preparation, and estate planning.
We are looking for an upbeat front office coordinator/administrative assistant to join our team. The role is crucial to creating a warm and inviting atmosphere for our clients while also providing excellent customer service. The ideal candidate is: professional, positive, punctual and detail-oriented.
The schedule for this position is Monday-Friday, 8:45 am to 5:00 pm.
Description Overview - This individual is responsible for administering the day-to-day activities of the business office, including:
- Answer telephone calls on a multi-line telephone system while taking detailed messages
- Confirming appointments in a cloud-based scheduling system
- Greet clients enthusiastically upon check-in and offer beverage service
- Confirm client appointments the prior day
- 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 replay messages at least once a day to firm members working outside the office
Benefits Offered
- 2 weeks of paid time off plus stock market holidays
- Health/Dental/Vision available
- 401(k) with company match after probationary period
- Workplace perks such as food, coffee, periodic lunches, team events
As a comprehensive planning firm, Acorn Financial takes a holistic approach to organizing and simplifying your goals and objectives. Our customized processes help us to understand all the complexities of your unique situation and how all of the pieces fit together.
We work closely with you to develop, implement, and review a personal action plan for growing and protecting your wealth. Above all else, we are dedicated to always working in our client’s best interests and we are committed to the following core principles –
- Maintain honest, transparent, and open communication at all times
- Provide proactive, world-class service
- Consistently deliver advice that is appropriate, unbiased, and timely
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