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Reston, United States Acorn Financial Services Inc Full time
Job DescriptionJob DescriptionAcorn 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