Client Experience & Office Coordinator

Vocare Wealth Advisors; Reston (VA); On-site; USD 48,000 - 55,000; Full time

Benefits offered by this job

Annual salary of $48,000–$55,000

20 days vacation/personal PTO

8 days paid sick leave

14 holidays per year

401(k) with company match (up to 4%)

Health insurance premium reimbursement

Job summary

Vocare Wealth Advisors, an independent financial advisory firm in Reston, VA, seeks a personable Client Services & Office Coordinator to manage front desk, scheduling, and general administrative duties. This role is fully in-office with a Monday–Friday 9:00 AM–5:00 PM schedule and a focus on delivering exceptional client experiences.

You will greet clients, answer calls, coordinate meetings, handle documents, and support advisors while maintaining confidentiality and professionalism.

Qualifications

• High school diploma or equivalent.
• Excellent interpersonal, verbal and written communication skills.
• Friendly, approachable personality with a polished, professional demeanor.
• Strong organizational skills and exceptional attention to detail.
• Ability to manage multiple priorities, take initiative, and follow through on responsibilities.
• Proficiency with Microsoft Office, Outlook, and general office technology.
• Ability to handle confidential and sensitive information with discretion.
• Maintain a polished, professional appearance and adhere to business professional dress standards.
• Dependable attendance and commitment to working in person Monday through Friday, 9:00 AM–5:00 PM.
• Willingness to assist with both client-facing hospitality and administrative responsibilities.
• Must successfully complete a pre-employment background check as a condition of employment.
• Must comply with firm’s personal securities trading and investment account disclosure requirements.

Responsibilities

• Greet clients and visitors warmly and professionally.
• Answer phone calls and assist with inquiries.
• Prepare conference rooms and manage meeting logistics.
• Maintain a clean, organized reception and office space.
• Monitor and replenish office supplies and refreshments.
• Schedule and confirm client meetings and coordinate calendars.
• Process and deposit checks and maintain documentation.
• Assist with email organization and administrative tracking.
• Support with compliance approval requests and tax document collection.
• Provide support to Relationship Manager and team as needed.
• Contribute to a collaborative, team-oriented office environment.

Skills

Interpersonal skills

Verbal communication

Written communication

Organizational skills

Attention to detail

Multitasking

Discretion with confidential info

In-person professionalism

Education

High school diploma

Associate or bachelor’s degree (preferred)

Tools

Microsoft Office

Outlook

General office technology

Job description

Vocare Wealth Advisors, an independent financial advisory firm in Reston, VA, seeks a personable Client Services & Office Coordinator to manage front desk, scheduling, and general administrative duties. This role is fully in-office with a Monday–Friday 9:00 AM–5:00 PM schedule and a focus on delivering exceptional client experiences.

You will greet clients, answer calls, coordinate meetings, handle documents, and support advisors while maintaining confidentiality and professionalism.