financial planning
Matern Staffing is hiring an Office Administrator (job id 3990) for a financial planning team in Fredericksburg, VA. As an Office Administrator, you’ll play a central role in supporting client interactions and daily office operations. In this front-facing role, you’ll ensure smooth scheduling and welcoming client experiences while managing administrative duties that keep the office running efficiently.
This position offers starting pay between $40,000 and $45,000 annually, with room for growth based on initiative and leadership.
Salary:
- $40,000-$45,000/yr
Schedule:
- Monday thru Friday 8am-5pm
What You’ll Do:
- Schedule and manage client meetings daily, both in person and via Teams, for a team of 10 financial advisors across three conference rooms
- Oversee all advisor calendars, preventing and addressing any scheduling backlog, especially during high-traffic months like year-end
- Greet clients as they arrive, providing a warm, professional welcome and ensuring they feel comfortable
- If hired permanently, ability to take on extra duties (handling checks) and potentially grow into a managerial role if you demonstrate initiative and leadership
What You’ll Need:
- 1-3 years of experience in an office administration or receptionist role, ideally in a client-facing environment
- Strong organization, attention to detail, and the ability to manage high-volume scheduling effectively
- A mature and reliable professional who can be counted on to maintain a welcoming and organized front office
- Friendly, client-focused attitude with the ability to create a pleasant experience for all visitors
- Excellent interpersonal skills with the ability to manage sensitive and confidential situations with tact, professionalism, and diplomacy
- Interest in taking on more responsibilities or aspiring to grow into a leadership role
About our Client:
Our client offers comprehensive, personalized financial planning with a focus on empowering clients to reach their life goals. Their team provides strategies for retirement, estate planning, risk management, and more, ensuring a tailored approach to each client’s needs. With 3 offices across Virginia, they’re committed to making expert financial guidance accessible and effective, blending in-depth knowledge with a client-centered philosophy.
About Matern Staffing:
For over 55 years Matern Staffing has built relationships with businesses and job seekers to provide staffing solutions and job opportunities to the areas of Virginia, Maryland, and beyond. We believe that when employees and business partners succeed, families and communities thrive.
Matern Staffing is a V3 (Virginia Values Veterans) Certified Organization.
Matern Staffing is an equal opportunity employer.
What You’ll Do: