Administrative Assistant Job at First Command Financial Services, Inc.
First Command Financial Services, Inc. Fayetteville, NC 28314
The Administrative Assistant’s primary role is to provide administrative support to the Financial Advisor and to provide exceptional customer service to all First Command clients and business partners.
General Responsibilities
- Provide exceptional service to all First Command clients, prospective clients and business partners
- Become proficient in all necessary computer applications (CRM, NaviPlan, EDM, MS Office, MS Outlook, etc.)
- Ensure files and records are maintained in an efficient and compliant manner.
- Prepare and distribute paperwork in coordination with Financial Advisor instruction and client needs.
- Review completed paperwork for accuracy and forward to appropriate business partners as required
- Process paperwork according to companies digital retention requirements
- Ensure that all work is completed in an accurate and timely manner.
- Prepare correspondence as dictated by the Financial Advisor
- Process incoming and outgoing correspondence according to regulatory requirements and ensure timely responses
- Assist in problem resolution and act as the Financial Advisor’s liaison with various First Command business partners and corporate staff while working within the guidelines appropriate to the position and licenses held
- Maintain commission, sales, and production records for the Financial Advisor
- Provide regular updates to Financial Advisor and district team members
- Adhere to all governing regulatory agency guidelines (SEC, FINRA, etc.)
- Perform other duties as assigned by the Financial Advisor
Minimum Requirements
- Excellent organizational, written and verbal communication skills
- Proficient in MS Office products
- Ability to handle multiple tasks and thrive in a fast-paced environment
- Self-motivated
- Associates Degree or equivalent professional experience
- Satisfactory completion of background check, fingerprinting, and required employment documentation
- Satisfactory completion of screening/hiring tool, as required
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