What are the responsibilities and job description for the Administrative Assistant position at First Command Financial Planning, Inc?
First Command Financial Services is committed to helping military families get their financial lives squared away. As we continue to expand our team, we are seeking talented individuals who have an internal drive, a passion for the military and a desire for professional growth to join our Fairfax, VA team.
Position Overview
The Administrative Assistant will play a vital role supporting our Financial Advisors who work with clients to achieve their financial goals. This role is critical to ensuring all clients feel welcome and receive exceptional service in all interactions with the firm. You will collaborate with Advisors, Home Office personnel and business partners to fulfill client requests. As a key member of our local support staff team, you will:
- Promote a consistently exceptional client experience
- Schedule and confirm client appointments, and prepare all required paperwork
- Submit required forms and follow up with appropriate business partners/internal departments to ensure the request is processed
- Assist in problem resolution and act as the Advisor liaison with various business partners as well as the Home Office
- 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
Desired Qualifications
- Excellent organizational, written and verbal communication skills
- 3 to 5 years general office experience
- Proficient in basic computer skills and Microsoft Office, specifically Outlook, Word and Excel
- Ability to handle multiple tasks and thrive in a fast-paced environment
- Self-motivated
- High school diploma
- General knowledge of financial products preferred
- Satisfactory completion of background check and fingerprinting
Job Type: Full-time
Pay: $19.25 - $22.00 per hour
Benefits:
- Paid time off
Schedule:
- 8 hour shift
Work Location: In person
Salary : $19 - $22
