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 to join our Aurora, CO team.
Position Overview
The Administrative Assistant will play a vital role 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
...multiple areas in the US and the launch of a second investor fund, the company is seeking a key individual to fill the position of Data Analyst . The candidate will report to the Supervisor Regulatory and Production Reporting and work directly with the company's...
...- Where Educators Thrive! Salary Range 49,500-73,600 Largest district in Shawnee County, serving 13,000+ students Highest teacher salary in the region Student loan forgiveness available License reciprocity assistance 3rd largest employer in Shawnee County...
...autoimmune disease research, to fill a temporary Data Entry Associate position. This role is to... ...Friday). However, the candidate must work two days per week on-site in Washington,... ...Edge is essential. Experience with Luminate Online and Fundraise Up is a plus. Strong understanding...
...looking for a detail-oriented and experienced Import/Export Specialist with at least three (3) years of experience in international trade, logistics, and customs compliance. The ideal candidate will have a strong understanding of Free Trade Zone (FTZ) operations and Harmonized...
...The Choice is seeking an immediate HR and Office Support Associate for our client, a prominent environmental conservation nonprofit. This position will support the human resources division of the organization by providing general admin support. This would be a great...