Lead Administrative Assistant jobs in United States
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First Command Financial Services, Inc. · 1 day ago

Lead Administrative Assistant

positionSummerville, SC
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$40K/yr - $50K/yr
date1+ years exp

First Command Financial Services is committed to helping military families, veterans, and federal employees build confident financial futures through personalized coaching and comprehensive financial planning. The Lead Administrative Assistant will provide exceptional operational, administrative, and client support within an independent contractor Financial Advisor’s office.

BankingConsultingCrowdfundingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Lauren Pearce
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Responsibilities

Deliver a consistently exceptional client experience by managing service needs and supporting the full advisory process
Train new and existing staff on workflows, system updates, and process improvements to ensure operational consistency
Monitor business operations to identify efficiencies, streamline processes, and support business growth initiatives
Prepare required paperwork and applications prior to client appointments; follow up on all post-meeting action items
Serve as a liaison between the Advisor and internal business partners to support timely issue resolution
Oversee office communications, maintain accurate business tracking, and manage compliance-related documentation and record keeping
Support daily office operations to ensure a professional, organized, and client-focused environment

Qualification

Microsoft Office SuiteOrganizational skillsVerbal communicationWritten communicationTraining othersMulti-taskingAdministrative experienceAttention to detail

Required

Strong ability to quickly learn new systems and confidently train others
Exceptional organizational skills with strong written and verbal communication abilities
Ability to manage multiple tasks while maintaining accuracy and attention to detail in a fast-paced environment
1–2 years of administrative or office experience preferred
Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
High school diploma required; associate or bachelor's degree preferred
Successful completion of background check, fingerprinting, and all required employment documentation
Availability Monday–Friday, 8:30 a.m. – 4:30 p.m

Preferred

1–2 years of administrative or office experience preferred
associate or bachelor's degree preferred

Benefits

Simple IRA retirement plan
Paid holidays and vacation days

Company

First Command Financial Services, Inc.

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First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security.
dateFounded in 1958
location
Fort Worth, Texas, USA
people-size501-1000 employees
web-link
http://www.firstcommand.com

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 Stage

Leadership Team

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Mark Steffe
President and Chief Executive Officer
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Recent News

Morningstar.com
First Command Provides $10 Million in Support During Shutdown
2025-11-22
24-7 Press Release Newswire
Marquis Who's Who Honors Aaron McKeen for Expertise in Financial Services
2025-05-08
First Command Will Cover Federal Pay in Event of Government Shutdown
2024-03-08
Company data provided by crunchbase