Overview
Administrative Assistant Jobs in San Antonio, Texas Metropolitan Area at First Command Financial Services, Inc.
Title: Administrative Assistant
Company: First Command Financial Services, Inc.
Location: San Antonio, Texas Metropolitan Area
Position Overview:
The Administrative Assistant will play a crucial role in supporting our Financial Advisors as they assist clients in achieving their financial goals. This role is integral to ensuring that all clients receive exceptional service and feel welcome in every interaction with the firm. You will work closely with Advisors, Home Office personnel, and business partners to fulfill client requests. As a key member of our local support team, your responsibilities will include:
Key Responsibilities:
Promote Exceptional Client Experience: Ensure that each client receives outstanding service and support throughout their interactions with the firm.
Scheduling and Paperwork Preparation: Ensure all required paperwork and workflows are prepared in advance of any appointments.
Form Submission and Follow-Up: Submit necessary forms and coordinate with business partners or internal departments to ensure client requests are completed in a timely manner.
Problem Resolution & Advisor Liaison: Assist in problem-solving and act as the primary liaison between Advisors and various business partners, as well as the Home Office.
Sales and Commission Record Maintenance: Maintain records of Advisor sales and commissions as necessary.
Marketing Events Support: Collaborate with the district and office to maintain a marketing events calendar and assist with event planning and coordination.
Compliance & Record Keeping: Manage office communications, track Advisor business activities, and ensure all record-keeping is compliant with regulatory standards.
What We Offer:
Competitive wages
A pleasant work environment
Opportunities for professional development and career growth
The ability to control your career trajectory
Portable career opportunities throughout the United States and overseas
Desired Qualifications:
Strong organizational, written, and verbal communication skills
1 to 2 years of general office experience
Proficiency in Microsoft Office, including Outlook, Word, and Excel
Ability to manage multiple tasks and thrive in a fast-paced environment
Self-motivated with a proactive attitude
High school diploma or equivalent required
General knowledge of financial products is preferred
Satisfactory completion of background check, fingerprinting, and required employment documentation, as well as any screening/hiring tools required by the hiring district.
