Administrative Coordinator

6 hours ago


Universal City, Texas, United States First Command Financial Services, Inc. Full time
Job Title: Administrative Assistant

At First Command Financial Services, Inc., we are seeking a highly organized and detail-oriented Administrative Assistant to join our team. As a key member of our support staff, you will play a vital role in ensuring the success of our Financial Advisors and clients.

Key Responsibilities:
  • Provide exceptional client service and support to our Financial Advisors and clients
  • Schedule and confirm client appointments, and prepare all required paperwork and workflows
  • Submit required forms and follow up with business partners and internal departments to ensure requests are completed
  • Assist in problem resolution and act as the liaison with various business partners and 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


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