Administrative Assistant

First Command Financial Services, Inc.; Virginia Beach (VA); On-site; USD 40,000 - 60,000; Full time

Job summary

First Command Financial Services, Inc. is seeking an Administrative Assistant to support a Financial Advisor in a fast-paced, client-focused Virginia Beach office. The role requires accuracy, discretion, and strong organizational skills to manage scheduling, documents, and onboarding.

Responsibilities include preparing materials, maintaining Salesforce CRM records, coordinating client communications, and ensuring smooth daily operations that enable exceptional service to military families.

Qualifications

• Experience in financial services or a high-touch professional environment.
• Strong organizational skills with the ability to prioritize and multitask under pressure.
• Excellent verbal and written communication abilities.
• Proficiency in Microsoft Office and CRM systems (Salesforce).
• High integrity and confidentiality; client-first mindset.

Responsibilities

• Serve as the primary point of contact for scheduling, client communication, and daily office management.
• Prepare meeting materials, reports, and follow-up documentation with accuracy and professionalism.
• Manage account paperwork, compliance documentation, and client onboarding.
• Maintain CRM systems and track key activities for pipeline and client service.
• Provide high-level administrative support and anticipate the advisor’s needs.

Job description

Now Hiring: Administrative Assistant to Financial Advisor

No 401k or healthcare benefits offered

Are you detail-oriented, proactive, and thrive in a fast-paced, professional environment? A top-performing Financial Advisor is seeking a dynamic and highly organized Administrative Assistant to support daily operations and help drive exceptional client experiences.

What You'll Do:

• Serve as the primary point of contact for scheduling, client communication, and daily office management


• Prepare meeting materials, reports, and follow-up documentation with accuracy and professionalism


• Manage account paperwork, compliance documentation, and client onboarding


• Maintain CRM systems and track key activities for pipeline and client service


• Provide high-level administrative support and anticipate the advisor’s needs

What We're Looking For:

• Experience in financial services or a high-touch professional services environment preferred


• Strong organizational skills with the ability to prioritize and multitask under pressure


• Excellent verbal and written communication skills


• Tech-savvy with proficiency in Microsoft Office and CRM systems (We use Salesforce)


• High integrity, confidentiality, and a client-first mindset

Why Join Us?

• Work directly with a top-tier advisor making a meaningful impact on military members and their families' financial lives


• Opportunity to learn, grow, and become a trusted partner in the success of the business


• Competitive compensation, and a supportive, professional work culture