Administrative Assistant (Montgomery)

About the Company

Join our administrative staff who are serving the local clients of First Command Financial Services, Inc. Our team helps military families get their financial lives squared away.

About the Role

The Administrative Assistant is an employee of an independent contractor.

Responsibilities

• Ensures a consistently exceptional experience for all clients served by the local team.
• Supports the mission of the parent company, First Command.
• You will be responsible for maintaining all office standards in an effective and efficient manner to ensure the District runs smoothly.

As a key member of our local support staff team, you will:

• Schedule and confirm client appointments, and prepare all required paperwork/workflows.
• Submit required forms and follow up with appropriate business partners or Home Office departments to ensure the request is completed.
• Assist in problem resolution and act as a liaison with various business partners as well as the Home Office.
• Manage office communications, Advisor business tracking, and record keeping requirements for compliance purposes.

Qualifications

• High school diploma.

Required Skills

• Excellent organizational, written and verbal communication skills.
• 1 to 2 years of 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.

Preferred Skills

• 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.

Pay range and compensation package

• Competitive wages and pleasant work environment.
• Opportunities for professional development.
• The ability to be in control of your career trajectory.
• Portable career opportunities throughout the United States.

Equal Opportunity Statement

We are committed to diversity and inclusivity.