Administrative Assistant

First Command Financial Services, Inc.; Killeen (TX); On-site; USD 34,000 - 42,000; Full time

Job summary

First Command Financial Services, Inc. is seeking an Administrative Assistant to support Financial Advisors in delivering exemplary client service and financial planning support.

The role emphasizes scheduling, paperwork preparation, problem resolution, and collaboration with Home Office and partners. Strong organizational and communication skills, plus MS Office proficiency, are essential for success.

Qualifications

• Excellent organizational, written and verbal communication skills.
• 1 to 2 years general office experience.
• Proficient in Microsoft Office (Outlook, Word, Excel).
• Ability to handle multiple tasks in a fast-paced environment.
• Self-motivated with a high school diploma.
• General knowledge of financial products preferred.
• Background check, fingerprinting and required employment documentation may be required by hiring district.

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/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.
• Handle and coordinate active calendars.
• Ensure file organization based on office protocol.
• Provide ad hoc support around office as needed.

Skills

Organizational skills

Communication skills

Multitasking

Self-motivated

Office experience

Financial knowledge

Education

High school diploma

Tools

MS Office

Job description

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. Administrative Assistant will collaborate with Advisors, Home Office Personnel and business partners to fulfill client request. Ideal candidate will exhibit high standards, excellent communication skills, 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

• 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
• Handle and coordinate active calendars
• Ensure file organization based on office protocol
• Provide ad hoc support around office as needed

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