Front Desk Receptionist

Job Description

Job Description

Front Desk Receptionist — Accurate Capital & Wealth

Accurate Capital & Wealth, a family-run financial and estate planning firm serving clients across Virginia and Florida, is seeking a friendly, organized Front Desk Receptionist to be the welcoming face of our office.

What You'll Do:

• Greet clients warmly as they arrive and ensure a smooth, professional first impression

• Schedule, confirm, and manage client appointments across multiple advisors

• Answer incoming calls, direct inquiries appropriately, and make outbound calls as needed

• Maintain an organized front office and support day-to-day administrative needs

What We're Looking For:

• A polished, professional demeanor with strong communication skills

• Excellent organizational skills and attention to detail

• Comfort managing a multi-line phone system and scheduling software

• Prior experience in a receptionist, office administration, or client-facing role (financial services experience a plus, but not required)

• Reliable, punctual, and a team player

$35,000

• Handle deliveries and manage incoming and outgoing mail
• Greet visitors, clients, and fellow employees when they arrive at the front desk and provide them with any necessary directions or information
• Complete other administrative duties as needed such as data entry, paperwork, photocopying, etc.
• Schedule appointments and ensure the business calendar is accurate and up-to-date
• Respond to incoming phone calls and emails and make sure the right people receive all important information

• Displays impeccable interpersonal, time management, organizational, and customer service skills
• At least one year of receptionist or administrative assistant, experience, or similar preferred
• Comfortable taking telephone calls and mitigating stressful situations
• Proficient computer skills and knowledge of Microsoft Office
• High school diploma, G.E.D. or equivalent

Through a truly customized, holistic, and collaborative approach to financial planning, we help families not only protect but grow their retirements. Honesty, integrity, and reliability are the North Stars of our organization, and as an independent advisory firm, we’re empowered to let those attributes guide us.