Administrative Assistant Position Available In Okaloosa, Florida
Tallo's Job Summary: The Administrative Assistant position at First Command Financial Planning in Shalimar, FL, offers a salary range between $18.00 and $19.50 per hour. The role involves supporting Financial Advisors, ensuring exceptional client service, scheduling appointments, submitting forms, and managing office communications. This full-time, onsite job requires excellent interpersonal and organizational skills.
Job Description
Between $18.00 and
$19.50
Per Hour
(Will discuss with applicant)
Position range in Florida $16.72 – $23.29 Per hour Administrative Assistant
First Command Financial Planning
Occupation:
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
Location:
Shalimar, FL – 32579
Positions available: 1
Job #: 12481068
Source:
Employ Florida
Posted:
4/14/2025
Updated:
4/15/2025
Expires:
6/13/2025
Web Site:
Employ Florida
Onsite /
Remote:
Work onsite all of the time
Job Type:
Regular, Full Time (30 Hours or More), Permanent Employment, Day Shift Job Requirements and Properties Help for Job Requirements and Properties. Opens a new window. Job Requirements and Properties Help for Job Requirements and Properties. Opens a new window.
HS 12 32
Job Description Help for Job Description. Opens a new window. Job Description Help for Job Description. Opens a new window.
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 purpose
Job Duties:
1. answer customer or public inquiries
2. communicate visually or verbally
3. conduct or attend staff meetings
4. consult with customers concerning needs
5. evaluate importance of incoming telephone calls
6. examine files or documents to obtain information
7. file or retrieve paper documents and related materials
8. greet customers, guests, visitors, or passengers
9. investigate customer complaints
10. maintain records, reports, or files
11. maintain relationships with clients
12. obtain information from clients, customers, or patients
13. obtain information from individuals
14. oversee execution of organizational or program policies
15. plan or organize work
16. provide customer service
17. record client’s personal data
18. schedule meetings or appointments
19. take messages
20. use interpersonal communication techniques
21. use oral or written communication techniques
22. use time management techniques We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. Help for Employer Information. Opens a new window.
