Front Desk Receptionist

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

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

Responsibilities:

• 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

Qualifications:

• 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

Compensation: $35,000

Compensation: $35,000 per year