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Administrative Assistant

First Command Financial Services, Inc.

Now Hiring: Administrative Assistant to Financial Advisor No 401k or healthcare benefits offered Are you detail-oriented, proactive, and thrive in a fast-paced, professional environment? A top-performing Financial Advisor is seeking a dynamic and highly organized Administrative Assistant to support daily operations and help drive exceptional client experiences. What You'll Do: Serve as the primary point of contact for scheduling, client communication, and daily office management Prepare meeting materials, reports, and follow-up documentation with accuracy and professionalism Manage account paperwork, compliance documentation, and client onboarding Maintain CRM systems and track key activities for pipeline and client service Provide high-level administrative support and anticipate the advisor’s needs What We're Looking For: Experience in financial services or a high-touch professional services environment preferred Strong organizational skills with the ability to prioritize and multitask under pressure Excellent verbal and written communication skills Tech-savvy with proficiency in Microsoft Office and CRM systems (We use Salesforce) High integrity, confidentiality, and a client-first mindset Why Join Us? Work directly with a top-tier advisor making a meaningful impact on military members and their families' financial lives Opportunity to learn, grow, and become a trusted partner in the success of the business Competitive compensation, and a supportive, professional work culture #J-18808-Ljbffr First Command Financial Services, Inc.

Vacancy posted 2 days ago
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