Administrative Assistant Position Available In Hillsborough, Florida

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Company:
First Command Financial Services
Salary:
JobPart-timeOnsite

Job Description

Administrative Assistant First Command Financial Services – 3.5

Tampa, FL Job Details Part-time Estimated:

$34.5K – $42.8K a year 15 hours ago Qualifications Entry level Full Job Description 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 to join ourTampa, FL team 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

Job Type:
Part-time Schedule:

Day shift Monday to Friday No nights No weekends

Work Location:

In person

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