Administrative Assistant

First Command Financial Services, Inc.; Albuquerque (NM); On-site; USD 20,664 - 27,552; Part time

Benefits offered by this job

Potential for performance-based bonuses or pay raises

Supportive team environment

Job summary

A financial services company in Albuquerque is seeking a detail-oriented Administrative Support professional. The ideal candidate will possess strong communication and organizational skills to manage client files and support the onboarding process. This part-time entry-level role offers a supportive team environment and opportunities for bonuses and pay raises.

Qualifications

• Strong interpersonal, customer service and communication skills.
• Ability to prioritize daily tasks and meet tight deadlines.
• Proficient in Microsoft Office and able to learn new software.

Responsibilities

• Handle and coordinate active calendars.
• Maintain and organize client files in compliance with regulatory standards.
• Assist in the client onboarding process.
• Prepare client paperwork.
• Maintain and update client databases and CRM systems.
• Track an advisor's business metrics.
• Call clients for reminders or information.

Skills

Excellent communication skills

Organization skills

Detail oriented

Ability to multitask

Customer service skills

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office suite

Job description

Overview

The ideal candidate will exhibit high standards, excellent communication and organization skills, detail oriented and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.

Responsibilities

• Handle and coordinate active calendars


• Maintain and organize client files in compliance with regulatory standards


• Assist in the client onboarding process


• Prepare client paperwork


• Maintain and update client databases and CRM systems


• Track an advisor's business metrics


• Call clients for reminders or information

Qualifications

• Bachelor's degree or equivalent experience


• Strong interpersonal, customer service and communication skills


• Ability to multitask


• Proficient in Microsoft Office suite and ability to learn new software

Other Details

• Starting part-time with potential for more hours


• Potential for performance-based bonuses or pay raises


• Supportive team environment

Seniority level

• Entry level

Employment type

• Part-time

Job function

• Administrative and Customer Service