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 internal drive, a passion for the military and a desire for perfessional growth. Job 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 Your energetic approach will help foster a welcoming environment for clients, visitors, and team members alike. This paid position offers an exciting opportunity to develop your administrative expertise while contributing to a vibrant workplace culture. The ideal candidate is detail-oriented, tech-savvy, and excels in multitasking with a positive attitude. Desired Qualifications Excellent organizational, written and verbal communication skills 1 to 2 years general office experience Proficient in basic computer skills and Microsoft Office, specifically Outlook, Word and Excel Strong organizational skills with the ability to prioritize tasks efficiently in a fast-paced environment Ability to manage time effectively while juggling multiple responsibilities with professionalism and enthusiasm High school diploma General knowledge of financial products preferred Satisfactory completion of background check, fingerprinting and required employment documentation, as well as any Join us to be part of an energetic team dedicated to delivering outstanding support! Your contributions will help create an efficient office environment where everyone feels valued and supported. We look forward to welcoming a motivated Administrative Assistant who is eager to grow their career while making a meaningful impact every day.

Pay:

$17.00 - $20.00 per hour

Work Location:

In person