Administrative Assistant

First Command Financial Services, Inc.; Stafford (VA); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Competitive wages

Pleasant work environment

Opportunities for professional development

Job summary

A financial services firm in Virginia is seeking an Administrative Assistant to support Financial Advisors. You will help ensure a welcoming client experience and assist with various tasks, including scheduling appointments and maintaining records. The ideal candidate has 1 to 2 years of office experience, excellent organizational and communication skills, and is proficient in Microsoft Office. Competitive wages and a pleasant work environment are offered.

Qualifications

• 1 to 2 years of general office experience.
• Self-motivated and able to thrive in a fast-paced environment.
• General knowledge of financial products preferred.

Responsibilities

• Promote exceptionally positive client experiences.
• Schedule client appointments and prepare required paperwork.
• Assist in problem resolution as an Advisor liaison.
• Maintain Advisor sales and commissions records.

Skills

Organizational skills

Communication skills

Multitasking

Proficiency in Microsoft Office

Education

High school diploma

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

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:

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

Benefits

• Competitive wages
• Pleasant work environment
• Opportunities for professional development
• The ability to be in control of your career trajectory

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