Client Experience Coordinator - Front Desk

Accurate Capital And Wealth; Glen Allen (VA); On-site; USD 31,500 - 38,500; Full time

Job summary

Accurate Capital & Wealth, a family-run financial and estate planning firm, is seeking a friendly Front Desk Receptionist to be the welcoming face of the office in Virginia. You will greet clients, manage appointments across several advisors, and handle calls with a professional demeanor.

The role requires organization, attention to detail, and proficiency with Microsoft Office and scheduling tools. Previous receptionist or admin experience is preferred; financial services exposure is a plus but

Qualifications

• Polished, professional demeanor with strong communication skills.
• Excellent organizational skills and attention to detail.
• Comfort with a multi-line phone system and scheduling software.
• Prior receptionist/administrative/ client-facing experience preferred.
• Financial services experience is a plus, but not required.

Responsibilities

• Greet clients and provide a welcoming first impression.
• Schedule, confirm, and manage appointments across multiple advisors.
• Answer calls, direct inquiries, and make outbound calls as needed.
• Maintain an organized front office and support daily administrative tasks.
• Handle deliveries and mail; assist with data entry and paperwork.

Skills

Interpersonal skills

Time management

Organizational skills

Customer service

Multiline phone system

Scheduling software

Microsoft Office

Data entry

Education

High school diploma or GED

Tools

Microsoft Office

Phone system

Job description

Accurate Capital & Wealth, a family-run financial and estate planning firm, is seeking a friendly Front Desk Receptionist to be the welcoming face of the office in Virginia. You will greet clients, manage appointments across several advisors, and handle calls with a professional demeanor.

The role requires organization, attention to detail, and proficiency with Microsoft Office and scheduling tools. Previous receptionist or admin experience is preferred; financial services exposure is a plus but