Office Assistant
About this role
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: Part-time
- 4-5 hour shift
- Monday to Friday
Location
- Leesburg, VA 20175 (In-Person)
Experience
- Customer service: 1 year (Preferred)
- Paid time off
- Retirement plan
Company at a glance
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve.
Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly.
Meet Kestra at KestraFinancial.com.
Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/.
Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
Top Benefits
- Paid Time Off
- Retirement Plan
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