Consolidated Support Team (CST) Administrative Assistant

First Command; Fort Worth (TX); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading company is seeking a CST Administrative Assistant to support the team by preparing and processing essential paperwork for client appointments. The role involves ensuring accuracy in submissions, tracking progress, and maintaining communication with various departments. Ideal candidates will have strong organizational skills, proficiency in Salesforce, and a commitment to customer service.

Qualifications

• Minimum 1 year as an Administrative Assistant or related role.
• Customer Service experience preferred.

Responsibilities

• Prepare and process insurance, investment, and banking forms.
• Communicate with internal departments to track submissions.
• Participate in meetings regarding work in progress.

Skills

Communication

Organization

Attention to Detail

Customer Service

Education

High school diploma

College degree

Tools

Salesforce

Microsoft Windows

Office Suite

Job description

Consolidated Support Team (CST) Administrative Assistant

How will this role impact First Command?

The CST Administrative Assistant works with the CST Field Liaison & Team Lead to prepare, process, and follow-up on the paperwork required for client appointments. The focus of the role is meet regularly with the CST Team Lead to understand upcoming work volumes; provide updates on the day-to-day follow-up (suspense tasks); and provide details and clarification related to pending requirement or escalations and work with internal departments and business partners to ensure timely product implementation and service.

What will the employee do in this role?

· Utilize knowledge and experience to prepare and process insurance, investment, and banking forms and workflows to implement product recommendations and/or service of existing products and provide any need-to-know important information relating to the execution of the forms and workflows within established service levels.

· Thoroughly review all forms and workflows prior to submission to ensure accuracy and good order status.

· Communicate with internal department and business partners to track and follow up on submissions, ensuring products are implemented or serviced in a timely manner and resolving problems related to client files.

· Exercise good judgement and decision-making skills to recognize when additional documentation or approval is needed and escalate to Team Lead as appropriate.

· Participate in regular meetings with Team Leads and CST members regarding upcoming appointments, work in progress, and completed work.

What skills and qualifications do you need?

Education

· High school diploma (Required)

· College degree (Preferred, though previous work experience will be considered)

Work Experience

· Minimum 1 year as a First Command Office Manager, Administrative Assistant, or Home Office employee ( Required )

· Customer Service experience (Strongly Preferred)

Required Knowledge, Skills and Abilities

· Demonstrate and maintain advanced understanding and awareness of all applicable compliance, regulatory, and internal guidance related to First Command products and Advisor production, compensation, and recognition.

· Strong proficiency with Salesforce.

· Strong proficiency with Microsoft Windows and Office Suite.

· Desire for continual learning and dedication to study and apply new concepts.

· Adept at verbal and written communication and ability to clearly communicate thoughts and ideas to varied audiences.

· Adapt and multi-task with organization, accuracy, and strong attention to detail while meeting deadlines in a fast-paced environment.

· Able to effectively handle stress, pressures, and challenges inherent within the industry.

· Self-motivated to work independently and coordinate tasks with others under minimal supervision.

Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.

First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.

In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.

SIPC - Securities Investor Protection Corporation

Securities Investor Protection Corporation