Financial Advisor Support Specialist

First Command Financial Services, Inc.; Killeen (TX); On-site; USD 34,000 - 42,000; Full time

Job summary

First Command Financial Services, Inc. is seeking an Administrative Assistant to support Financial Advisors in delivering exemplary client service and financial planning support.

The role emphasizes scheduling, paperwork preparation, problem resolution, and collaboration with Home Office and partners. Strong organizational and communication skills, plus MS Office proficiency, are essential for success.

Qualifications

• Excellent organizational, written and verbal communication skills.
• 1 to 2 years general office experience.
• Proficient in Microsoft Office (Outlook, Word, Excel).
• Ability to handle multiple tasks in a fast-paced environment.
• Self-motivated with a high school diploma.
• General knowledge of financial products preferred.
• Background check, fingerprinting and required employment documentation may be required by hiring district.

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.
• Handle and coordinate active calendars.
• Ensure file organization based on office protocol.
• Provide ad hoc support around office as needed.

Skills

Organizational skills

Communication skills

Multitasking

Self-motivated

Office experience

Financial knowledge

Education

High school diploma

Tools

MS Office

Job description

First Command Financial Services, Inc. is seeking an Administrative Assistant to support Financial Advisors in delivering exemplary client service and financial planning support.

The role emphasizes scheduling, paperwork preparation, problem resolution, and collaboration with Home Office and partners. Strong organizational and communication skills, plus MS Office proficiency, are essential for success.