Office Assistant

Kestra Financial Independent Advisor; Leesburg (FL); On-site; USD 16,531 - 24,796; Part time

Benefits offered by this job

Paid time off

Retirement plan

Job summary

Kestra Financial Independent Advisor seeks a front desk receptionist to make a strong first impression on clients and visitors. The role handles phone calls, greets guests, supports meetings, and assists with basic administrative tasks in a fast-paced, client-facing environment.

The position requires excellent phone skills, a positive attitude, and the ability to pass a background check. This in-person, 4-5 hour shift is based in Leesburg and offers PTO and retirement plan benefits.

Qualifications

• Excellent phone skills tailored to professional client interactions.
• Strong work ethic with reliability and consistency.
• Ability to perform in a fast-paced environment without errors.
• Superior organizational skills for multitasking and follow-up.
• Patience to perform repetitive tasks accurately.
• Must be able to pass a background check.

Responsibilities

• Answer the phones in a professional and courteous manner.
• Greet clients and handle their immediate needs.
• Assist with projects as needed.
• Accept deliveries and support front office.
• Help prepare for client meetings.
• Contribute to the appearance of the front office.
• Maintain a positive and helpful demeanor at all times.

Skills

Excellent phone skills

Strong work ethic

Fast-paced environment

Superior organizational skills

Patience for repetitive work

Background check clearance

Tools

MS Outlook

MS Word

MS Excel

Job description

This position is responsible for making an excellent first impression on clients, prospects, vendors, and others by answering the phones quickly and efficiently and directing the caller appropriately.

Principal Responsibilities

• Answer the phones in a professional and courteous manner
• Possess a positive attitude and a pleasant demeanor
• Greet clients and handle their immediate needs
• Assist with projects, as needed
• Accept deliveries
• Help prepare for client meetings
• Contribute to the appearance of the front office

Required Knowledge / Skills / Competencies

• Excellent phone skills
• Strong work ethic
• Demonstrated ability to work in fast-paced environment
• Superior organizational skills
• Sufficient patience to do repetitive work correctly
• Proficiency in MS Outlook, Word and Excel
• Must be able to pass a background check

Schedule

• 4-5 hour shift
• Monday to Friday

Location

• Leesburg, VA 20175 (In‑Person)

Experience

• Customer service: 1 year (Preferred)

Benefits

• Paid time off
• Retirement plan