Job Description
Benefits
Competitive wages
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
Responsibilities
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
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 description
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
• Competitive wages
• 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 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 hiring district
Competitive wages
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
Responsibilities
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
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 description
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
• Competitive wages
• 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 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 hiring district
💡 Quick Summary
Seeking a career-building opportunity? The Administrative Assistant position is now open for candidates interested in the Office Assistant Jobs sector. This role in Saint Robert offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Office Assistant Jobs is a plus.