What are the responsibilities and job description for the Administrative Assistant position at First Command?
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.
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.
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
Qualifications