ADMINISTRATIVE ASSISTANT:

First Command Financial Services is committed to helping military families get their financial lives squared away. As we continue to expand our team, we are seeking talented individuals who have an internal drive, a passion for the military, and a desire for professional growth.

POSITION OVERVIEW:

The Administrative Assistant will play a vital role in supporting our Financial Advisors who work with clients to achieve their financial goals. This role is critical to ensuring all clients feel welcome and receive exceptional service in all interactions with the firm. You will collaborate with Advisors, Home Office personnel, and business partners to fulfill client requests. As a key member of our local support staff team, you will:

• Promote a consistently exceptional client experience
• Schedule and confirm client appointments, and prepare all required paperwork/workflows
• Submit required forms and follow up with appropriate business partners/internal departments to ensure the request is completed
• Assist in problem resolution and act as the Advisor liaison with various business partners as well as 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

Required Skills Required Experience

What You Bring:

Required

• Strong business insight: ability to apply knowledge of the business and the external landscape to advance organizational goals.
• In-depth knowledge of analytics principles, concepts, best practices and performance measures, with the ability to effectively use, implement and maintain them.
• Advanced analytical skills and problem-solving skills, including data interpretation, logical thinking, and timely, practical decision making.
• Demonstrates expertise in quantitative analysis, data mining, and the presentation of data with a focus on actionable analytics.
• Advanced skills in data visualization, with ability to present findings to deliver insight and support decision-making.
• Advanced skills in SQL Query development, including but not limited to the ability to write SQL scripts for reports, testing, and Tableau data connections.
• Strong data storytelling skills, with the ability to clearly deliver data findings to non-technical audiences in a way that conveys context and insight and drives business action.
• Produces work that is accurate and complete.
• Produces the appropriate volume of work.
• Nimble learning: Actively learns through experimentation when tackling new problems, using both successes and failures to learn.
• Resiliency: Rebounds from setbacks and adversity when facing difficult situations.
• Interpersonal savvy: Relates openly and comfortably with diverse groups of people; interacts effectively with individuals both inside and outside of HPSJ; establishes and maintains effective working relationships.
• Strong oral and written communication skills, including the ability to communicate professionally to diverse individuals and groups inside and outside of HPSJ, and explain complex information.
• Demonstrates initiative; identifies what needs to be done and takes appropriate action.
• Optimized Work Processes: Knows the most effective and efficient process to get things done, with a focus on continuous improvement.
• Time Management: Uses time effectively and efficiently. Values time. Concentrates his/her efforts on the more important priorities. Meets deadlines.
• Demonstrates a commitment to HPSJ’s strategy, vision, mission and values.
• Advanced skills in Excel, including ability to create complex formulas, pivot tables, data tables, simulations and solvers.
• Ability to speak and be understood in English.
• Ability to treat confidential information with appropriate discretion.

Preferred

• In-depth knowledge of and ability to effectively use analytical tools (i.e. Tableau, Power BI, Qlikview).
• Knowledge of ability to utilize statistical methods and techniques (predictive modeling, segmentation, regression, etc.).
• Knowledge of regulatory guidelines and reporting requirements related to State and federally sponsored healthcare programs (i.e., Medi-Cal, Medicaid).
• Knowledge of healthcare analytics principles, concepts, best practices and performance measures, with the ability to effectively use, implement and maintain them.
• Knowledge of key provider networks/contracting and claims data sets.
• Working knowledge of R or Python statistical programing.