Entry Level Administrative Assistant

Entry Level Administrative Assistant

First Command Financial Services is committed to helping military families get their financial lives squared away. As we continue to expand our team, we are seeking talented individuals who have an internal drive, a passion for the military and a desire for professional growth.

Position Overview: The Administrative Assistant will play a vital role supporting our Financial Advisors who work with clients to achieve their financial goals. This role is critical to ensuring all clients feel welcome and receive exceptional service in all interactions with the firm. You will collaborate with Advisors, Home Office personnel and business partners to fulfill client requests.

As a key member of our local support staff team, you will:

Promote a consistently exceptional client experience

Schedule and confirm client appointments, and prepare all required paperwork/workflows

Submit required forms and follow up with appropriate business partners/internal departments to ensure the request is completed

Assist in problem resolution and act as the Advisor liaison with various business partners as well as the Home Office

Maintain Advisor sales and commissions records as needed

Work with the district and office to maintain a marketing events calendar and plan, and assist with marketing events as needed

Manage office communications, Advisor business tracking, and record keeping requirements for compliance purposes

What We Offer

Pleasant work environment

Opportunities for professional development

The ability to be in control of your career trajectory

Portable career opportunities throughout the United States and overseas

Desired Qualifications

Excellent organizational, written, and verbal communication skills

1 to 2 years of general office experience

Proficient in basic computer skills and Microsoft Office, specifically Outlook, Word, and Excel

Ability to handle multiple tasks and thrive in a fast-paced environment

Self-motivated

High school diploma

General knowledge of financial products preferred

Satisfactory completion of background check, fingerprinting, and required employment documentation, as well as any screening/hiring tool if required by the hiring district