Remote Administrative Coordinator – Insurance & Banking Forms

SilkRoad; Fort Worth (TX); Remote; USD 36,000 - 48,000; Full time

Job summary

First Command Financial Services is seeking a Remote Consolidated Support Team Associate to assist with paperwork for client appointments and coordinate with the CST Team Lead on upcoming workloads.

The role requires at least 1 year of relevant administrative experience, proficiency with Salesforce, and strong organizational skills to manage multiple tasks with accuracy in a fast-paced environment. A high school diploma is required, with a college degree preferred.

Qualifications

• Demonstrate and maintain understanding of compliance, regulatory, and internal guidance related to First Command products.
• Proficiency with Salesforce for client records and workflow tasks.
• Strong skills in Microsoft Windows and Office Suite.
• Willingness to continually learn and apply new concepts.
• Clear verbal and written communication across varied audiences.

Responsibilities

• Prepare and process insurance, investment, and banking forms and workflows to implement product recommendations and service.
• Review all forms/workflows prior to submission for accuracy and good order.
• Communicate with internal departments to track submissions and ensure timely product servicing.
• Recognize when additional documentation or approvals are needed and escalate accordingly.
• Participate in regular CST team meetings about appointments, progress, and completed work.

Skills

Salesforce

Microsoft Office

Communication

multitasking

Education

High school diploma

College degree

Tools

Windows OS

Job description

First Command Financial Services is seeking a Remote Consolidated Support Team Associate to assist with paperwork for client appointments and coordinate with the CST Team Lead on upcoming workloads.

The role requires at least 1 year of relevant administrative experience, proficiency with Salesforce, and strong organizational skills to manage multiple tasks with accuracy in a fast-paced environment. A high school diploma is required, with a college degree preferred.