Strategic Administrative Assistant to Financial Advisor

First Command Financial Services, Inc.; Virginia Beach (VA); On-site; USD 40,000 - 60,000; Full time

Job summary

First Command Financial Services, Inc. is seeking an Administrative Assistant to support a Financial Advisor in a fast-paced, client-focused Virginia Beach office. The role requires accuracy, discretion, and strong organizational skills to manage scheduling, documents, and onboarding.

Responsibilities include preparing materials, maintaining Salesforce CRM records, coordinating client communications, and ensuring smooth daily operations that enable exceptional service to military families.

Qualifications

• Experience in financial services or a high-touch professional environment.
• Strong organizational skills with the ability to prioritize and multitask under pressure.
• Excellent verbal and written communication abilities.
• Proficiency in Microsoft Office and CRM systems (Salesforce).
• High integrity and confidentiality; client-first mindset.

Responsibilities

• Serve as the primary point of contact for scheduling, client communication, and daily office management.
• Prepare meeting materials, reports, and follow-up documentation with accuracy and professionalism.
• Manage account paperwork, compliance documentation, and client onboarding.
• Maintain CRM systems and track key activities for pipeline and client service.
• Provide high-level administrative support and anticipate the advisor’s needs.

Job description

First Command Financial Services, Inc. is seeking an Administrative Assistant to support a Financial Advisor in a fast-paced, client-focused Virginia Beach office. The role requires accuracy, discretion, and strong organizational skills to manage scheduling, documents, and onboarding.

Responsibilities include preparing materials, maintaining Salesforce CRM records, coordinating client communications, and ensuring smooth daily operations that enable exceptional service to military families.