First Command Financial Services, Inc. · 2 months ago
Office Assistant
First Command Financial Services is seeking an Office Assistant to support a financial advisor in Memphis. This flexible position allows for growth based on performance and involves tasks such as client communication, organizing files, and assisting with marketing projects.
BankingConsultingCrowdfundingFinancial Services
Responsibilities
Light communication with clients
Helping clients complete paperwork and forms
Answering the office phone when present
Organizing digital and physical files
Preparing simple checklists or follow-up notes
Basic email drafting or editing
Weekly status check-ins
Assisting with marketing projects (not only social media)
Client follow-ups and appointment confirmations
Preparing meeting materials
Supporting marketing and outreach projects
Managing documents and workflows
Updating internal systems and processes
Helping with multi-step client service tasks
Qualification
Required
Proficient with Microsoft Office (Word, Excel, Outlook)
Clear verbal and written communication
Comfortable speaking with clients and answering phones
Able to manage digital files and folder systems
Able to convert documents (PDF ↔ Word)
Basic tech literacy (typing, using tools like ChatGPT, learning new systems)
Familiar with professional email etiquette and communication standards
Reliability
Transparency
Respectful communication
Willingness to learn
Professionalism with clients
Growth mindset
Zero complacency
Benefits
Flexible schedule
Company
First Command Financial Services, Inc.
First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security.
H1B Sponsorship
First Command Financial Services, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (13)
2023 (10)
2022 (9)
2021 (9)
2020 (6)
Funding
Current Stage
Late StageRecent News
2025-11-22
24-7 Press Release Newswire
2025-05-08
Company data provided by crunchbase