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
