Remote Consolidated Support Team Associate

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

Remote Consolidated Support Team Associate

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 elevate 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 does this employee 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.

First Command does not discriminate in the recruiting of Financial Advisors onthe basis of race, color, religion, national origin, sex, marital status,disability, age or veteran status. No information solicited by First Commandfrom you is intended to be used in a discriminatory manner. All informationprovided by you will be reviewed carefully, but the receipt of an Advisorapplication or other information does not imply that you will be offered theopportunity to enter into a Financial Advisor/Agent Agreement with FirstCommand.