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