Client-Focused Admin Assistant for Financial Advisors

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

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.