Company Detail

First Command Financial Services Inc.
Member Since,
Login to View contact details
Login

About Company

Job Openings

  • Position Overview The Receptionist is responsible for meeting and crea... Read More
    Position Overview The Receptionist is responsible for meeting and creating clients, answering and routing phone calls and performing other essential duties as required by the District Advisor (DA) or Office Manager (OM). Responsibilities Coordinate and answering the phone to free Administrative Assistants (AA) to complete other tasks Check the telephone answering machine each morning and notify the appropriate Advisor or AA of messages Ensure all supplies and forms are current and available as per compliance SOPs and order as necessary Monitor stock of general office supplies and order as needed Sort and distribute mail and ensure office mail goes out at least once a day and more often if necessary Keep common areas neat and clean Maintain a current and accurate district roster Greet clients and inform Administrative Assistant/Client Contact Specialist or Advisor of their arrival and make clients as comfortable as possible Be a team player in the office by presenting a professional appearance and demeanor and by assisting the clients and other office personnel as needed Prepare birthday, anniversary, and other cards as necessary for the DA Prepare express mail envelopes as needed and ensure pickup or drop off Ensure distribution of incoming faxes and transmission of outgoing faxes Maintain combined daily appointment schedule for all Advisors Perform other duties as requested by the DA Minimum Requirements Excellent organizational, written and verbal communication skills Proficient in MS Office products specifically Word and Excel Ability to handle multiple tasks and thrive in a fast paced environment Self-motivated High school diploma or equivalent Read Less
  • First Command Financial Services is committed to helping military fami... Read More
    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 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 Interested? Email your resume to: nmsalas@firstcommand.com Read Less

Company Detail

  • Is Email Verified
    No
  • Total Employees
  • Established In
  • Current jobs

Google Map

For Jobseekers
For Employers
Contact Us
Astrid-Lindgren-Weg 12 38229 Salzgitter Germany