Administrative Assistant

First Command Financial Services, Inc.; Enterprise (AL); On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

Competitive wages

Pleasant work environment

Opportunities for professional develop

Career trajectory control

Portable career opportunities across U

Portable career opportunities across U

Job summary

First Command Financial Services, Inc. is seeking an Administrative Assistant to support Financial Advisors and deliver exceptional client service. You will collaborate with Advisors, Home Office personnel and partners to fulfill client requests and maintain compliant records.

The role emphasizes scheduling, paperwork preparation, and problem resolution to ensure clients feel welcome and well-supported in their financial planning journey.

Qualifications

• 1 to 2 years general office experience.
• High school diploma required.
• Background check, fingerprinting and employment documentation may be required.

Responsibilities

• 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 to ensure the request is completed.
• Assist in problem resolution and act as the Advisor liaison with various business partners and 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 for compliance purposes.

Skills

Organizational skills

Written & verbal communication

Multi-tasking

Self-motivated

Education

High school diploma

Tools

Outlook

Word

Excel

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