Company Name: First Command Financial Services
Address: 5 Militia Drive Lexington, MA 02420
Company Website: www.firstcommand.com
Position Title: Administrative Assistant
Position Overview: The Administrative Assistant's primary role is to support and motivate the Advisor and to provide outstanding customer service to all First Command Financial Services clients. Experience in the field preferred.
We typically hire AA’s who are also potentially interested in a career in financial services and encourage our staff to obtain licensing in insurance and securities over the first few years at their own pace. First Command has offices all over the US and in Europe with over 400 Advisors. Our bank at the corporate headquarters in Fort Worth, Texas has been cited as the fastest growing bank in Texas for several years.
Responsibilities:
Provide exceptional service to all FC clients.
Maintain files and records in the FC client database.
Prepare necessary paperwork prior to client appointments.
Schedule client appointments and confirm them prior to the appointment date.
Provide pre-appointment paperwork to prospects/clients.
Accurately complete and forward the necessary paperwork after a sale.
Maintain and distribute client suspense's.
Maintain commission, sales, production, and conservation records for the Advisor.
Become proficient in all necessary computer applications to include the FC client database.
Screen all Advisor phone calls and handle each call appropriately.
Process incoming correspondence, mail and email.
Assist in problem resolution and act as the Advisor liaison with the various FC business partners as well as the Home Office.
Keep Advisor and other team members up to speed on pending business, production and progress.
Assist with District activities when requested.
Prepare client birthday, anniversary, holiday, and other cards as needed for the Advisor.
Perform other duties as requested by the Advisor.
Minimum Requirements:
1 to 2 years general office experience preferred.
Excellent organizational, written and verbal communication skills.
Proficient in computer skills
Familiarity with various computer products such as MS Word and Excel.
Ability to handle multiple tasks and thrive in a fast paced environment.
Self-motivated.
High school diploma or equivalent life experiences.
Satisfactory completion of background check, fingerprinting and required employment documentation.
Satisfactory completion of screening/hiring tool if required by District Advisor.
Degree Requirements: Bachelor
For directions to apply, contact career@mountida.edu.
