Top 8 Financial advisor assistant Jobs in Richmond, Va

Front Desk Receptionist
Accurate Capital And Wealth —Glen Allen, VA
- $35,000 a year
- Office
- Administrative experience
- High school diploma or GED
Quick Apply
10d
Financial Advisor
southern bank and trust —Richmond, VA
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
Finance Manager
McKesson —Richmond, VA
- $97,900 - $163,100 a year
- Full-time
- Oracle
- CPA
- Office
5d
Senior Director, Payroll
McKesson —Richmond, VA
- $141,800 - $236,300 a year
- 11+ years
- Finance
- Bachelor's degree
Sr. Manager, Corporate Accounting - Inventory
McKesson —Richmond, VA
- $100,900 - $168,100 a year
- CPA
- Office
- Microsoft Office
AVP, Tax
CarMax Enterprise Services, LLC —Richmond, VA
- $212,200 - $360,700 a year
- 8 hour shift
- Microsoft Excel
- CPA
- Computer literacy
- Paid jury duty
- Paid holidays

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[email protected] —Colonial Heights, VA
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VP, Financial Consultant - Richmond, VA
Charles Schwab —Glen Allen, VA
A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required…
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Administrative Support Assistant
Cambridge Investment Research Advisors —Columbus, OH
Financial services administrative support staff are responsible for *managing* projects, *follow-up* on pending projects, assisting current office staff, client…
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Financial Consultant
Heartland Bank —Whitehall, OH
FINRA registrations (Series 7 and 63/65, or 66 securities licenses, life and health insurance license). You will also collaborate across business lines with the…

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Front Desk Receptionist

Accurate Capital And Wealth
Glen Allen, VA

Quick Apply

Job Details

$35,000 a year
10 days ago

Qualifications

Visitor query response
Office activity coordination
Maintaining an organized workspace
Phone communication
Copy machines
Service scheduling
Greeting customers
Client inquiry handling
Answering guest questions
Team scheduling
Mail distribution
Phone call screening
Administrative experience
High school diploma or GED
Mail management
Data entry
Organizational skills
Telephone systems
Multi-line phone systems
Mail processing
Productivity software
Communication skills
Entry level
Under 1 year
Time management

Full 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

Compensation:

$35,000

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

About Company

Through a truly customized, holistic, and collaborative approach to financial planning, we help families not only protect but grow their retirements. Honesty, integrity, and reliability are the North Stars of our organization, and as an independent advisory firm, we’re empowered to let those attributes guide us.

Quick Apply

Refine Your Search

financial advisor assistant jobs in richmond, va

Front Desk Receptionist

Financial Advisor

Finance Manager

Senior Director, Payroll

Sr. Manager, Corporate Accounting - Inventory

AVP, Tax

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I want to receive the latest job alert for financial advisor assistant in richmond, va

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