Job Description

POSITION OVERVIEW

The Administrative Assistant’s (AA) primary role is to provide exceptional service to First Command clients and support the two local advisors in their day to day operations. This role is a professional role, responsible for client interaction (phone and in person), document preparation and processing, data entry and maintenance, and other essential office duties as required by the advisors. The AA will also serve as the receptionist for this small office. This role will require a candidate who has shown consistent ability to learn quickly, work independently, and proactively solve problems.

RESPONSIBILITIES

• Provide exceptional service, with a professional appearance and demeanor, to all First Command clients by phone, electronically, and in person
• Greet clients and make them comfortable while also notifying Advisor of arrival
• Schedule and confirm client appointments, answer the telephone, check the telephone answering machine, and take messages to the appropriate advisor
• Maintain files and records in the First Command client database, maintaining and monitoring assigned tasks
• Prepare and send paperwork to prospects/clients prior to (both manually and electronically) and after appointments
• Accurately complete insurance, investment, and banking applications, paperwork, and other documentation
• Become proficient in all necessary computer applications, including the First Command client database and business partner electronic tools
• Handle incoming/outgoing client correspondence (i.e., phone, email, mail, shipping) for the office
• Assist in problem resolution and act as the advisor liaison with First Command business partners and Home Office resources
• Communicate with advisors and business partners on pending business, production, and other issues
• Maintain commission, sales, production, and conservation records for two advisors
• Prepare client birthday, anniversary, holiday, and other cards as needed for the advisors
• Keep common areas neat and clean (e.g., client entry area)
• Assist with office events and activities when needed
• Be a team player and be willing to take on additional or different tasks as the office need demands or as requested by the advisors

MINIMUM REQUIREMENTS

• Ability to learn quickly, work independently, and proactively solve problems

• Ability to handle multiple tasks and willingness to do what needs to be done to serve our clients

• Excellent organizational, interpersonal, and written & verbal communication skills

• Proficient in MS Office products specifically Word and Excel, Outlook experience is a plus

• Self-motivated and strong desire to learn and grow with the office

• Prefer at least 1 year of prior office experience along with data entry experience

• High school diploma or equivalent

• Expected start: July 2021

• Expected hours: 30+, daytime hours

• Expected pay: $14 - $16.50 per hour

Company Description

In 1958, First Command was founded with a simple goal: to improve the financial well-being of service members and their families. Today, more than 60 years later, our commitment remains the same. We strive to give military families the peace of mind that comes from being prepared and the confidence that comes from being at their best... in every facet of their lives.