Website First Command Financial Services, Inc.
This Jobsfunter Listing is about First Command Financial Services Inc in Lawton, OK
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About the job
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 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 experienceSchedule and confirm client appointments, and prepare all required paperwork/workflowsSubmit required forms and follow up with appropriate business partners/internal departments to ensure the request is completedAssist in problem resolution and act as the Advisor liaison with various business partners as well as the Home OfficeMaintain Advisor sales and commissions records as neededWork with the district and office to maintain a marketing events calendar and plan, and assist with marketing events as neededManage office communications, Advisor business tracking, and record keeping requirements for compliance purposesWhat We OfferCompetitive wagesPleasant work environmentOpportunities for professional developmentThe ability to be in control of your career trajectoryPortable career opportunities throughout the United States and overseasDesired QualificationsExcellent organizational, written and verbal communication skills1 to 2 years general office experienceProficient in basic computer skills and Microsoft Office, specifically Outlook, Word and ExcelAbility to handle multiple tasks and thrive in a fast-paced environmentSelf-motivatedHigh school diplomaGeneral knowledge of financial products preferredSatisfactory completion of background check, fingerprinting and required employment documentation, as well as any screening/hiring tool if required by hiring district
Company: First Command Financial Services, Inc.
Vacancy Type: Part-time
Job Location: Lawton, OK
Application Deadline: N/A