Connecting Employers With Military Veterans!

Posted by: First Command Financial Services on Nov 09, 2021


Oklahoma City , OK

Job Description:

Administrative Assistant:

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 in 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
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


Pay Rate:


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About First Command Financial Services

Founded in 1958 with a mission to improve the well-being of America's military families, First Command Financial Services, Inc. today serves clients from all walks of life. A Registered Investment Advisor firm, First Command develops and delivers comprehensive financial plans to assist American families in their efforts to build wealth, reduce debt, and pursue their lifetime financial goals and dreams. We embrace time-tested financial principles and a client-first philosophy, advocating a disciplined, long-term approach to saving and investing while providing exceptional personal service.

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