# Office Assistant

> Kestra Financial Independent Advisor · Leesburg, United States · Part-time · Posted 2026-07-15

**Workplace:** on_site

**Department:** Financial Services

## 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.

## Requirements

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)

## Benefits

-   Paid time off
-   Retirement plan

## Apply

[Apply at Kestra Financial Independent Advisor](https://apply.workable.com/kestra/j/B5982EE34D/apply)

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