This position is full-time.
The Administrative Assistant will play a vital role supporting our Financial Advisors who work with clients to pursue 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/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
What We Offer
- Competitive wages
- Pleasant work environment
- Opportunities for professional development
- The ability to be in control of your career trajectory
- Portable career opportunities throughout the United States and overseas
Desired Qualifications
- Excellent organizational, written and verbal communication skills
- 1 to 2 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, fingerprinting and required employment documentation, as well as any screening/hiring tool if required by hiring district
Education:
- High school or equivalent (Preferred)
Experience:
- Microsoft Office: 1 year (Required)
- Customer Service: 1 year (Required)
- Data Entry: 1 year (Preferred)
- Administrative Experience: 1 year (Preferred)
Work Location: In person
First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender stereotyping, marital status, sexual orientation, pregnancy, genetic information, age, disability, veteran status, military service, or any other characteristic protected by federal, state, or local law. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post-termination actions. The cooperation and support of all employees is required to maintain an environment free from discrimination. All information provided by you will be reviewed carefully, but the receipt of an application or other information does not imply that you will be offered a position with First Command.
