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, 8:30 am to 5:30 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 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
  
  
  

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