First Command Financial Services, Inc. · 1 day ago
Administrative Assistant
First Command Financial Services is committed to helping military families get their financial lives squared away. The Administrative Assistant will play a vital role supporting Financial Advisors and ensuring all clients receive exceptional service in their interactions with the firm.
Responsibilities
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
Qualification
Required
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
Satisfactory completion of background check, fingerprinting and required employment documentation, as well as any screening/hiring tool if required by hiring district
Preferred
General knowledge of financial products
Benefits
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
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