Field Administrative Assistant

First Command Financial Services, Inc. - Rockville, MD3.7

Full-timeEstimated: $29,000 - $36,000 a year
Position Overview

The Field Administrative Assistant’s primary role is to support and motivate the Advisor and to provide outstanding customer service to all First Command clients.

Responsibilities

Provide exceptional service to all FC clients
Maintain files and records in the FC client database
Prepare necessary paperwork prior to client appointments
Schedule client appointments and confirm them prior to the appointment date
Provide pre-appointment paperwork to prospects/clients
Accurately complete and forward the necessary paperwork after a sale
Maintain and distribute client suspense’s
Maintain commission, sales, production, and conservation records for the Advisor
Become proficient in all necessary computer applications to include the FC client database
Screen all Advisor phone calls and handle each call appropriately
Process incoming correspondence, mail and email
Assist in problem resolution and act as the Advisor liaison with the various FC business partners as well as the Home Office
Keep Advisor and other team members up to speed on pending business, production and progress
Assist with District activities when requested
Prepare client birthday, anniversary, holiday, and other cards as needed for the Advisor
Perform other duties as requested by the Advisor