Client-Driven Admin Assistant for Financial Advisors

First Command Financial Services, Inc.; Enterprise (AL); Sur place; USD 34 000 - 52 000; Plein temps

Avantages offerts par ce poste

Competitive wages

Pleasant work environment

Opportunities for professional develop

Career trajectory control

Portable career opportunities across U

Portable career opportunities across U

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Organizational skills

Written & verbal communication

Multi-tasking

Self-motivated

Formation

High school diploma

Outils

Outlook

Word

Excel

Description du poste

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.