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