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 desire for professional growth to join our Camp Springs, MD 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/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

Desired Qualifications

Excellent organizational, written and verbal communication skills
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
1-2 years general office experience
High school diploma
General knowledge of financial products preferred
Satisfactory completion of background check, fingerprinting, and required employment documentation

Job Type: Full-time

Pay: $17.00 - $20.00 per hour

Benefits:

Flexible schedule
Paid time off

Schedule:

8 hour shift
Monday to Friday

Experience:

Microsoft Office: 10 years (Required)
Administrative experience: 5 years (Required)

Work Location: In person

First Command

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Administrative Assistant