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Administrative Assistant
First Command
Charlotte, NC, United States
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Job description
First Command is seeking an exceptional individual to serve as an Administrative Assistant in our growing Charlotte, NC office.
First Command Financial Services is a Military Centric Organization and we highly regard experience with Military Service members. Currently, we’re seeking someone who can work full time, Monday through Friday, 9:00 am until 5:00 pm. We offer competitive wages, a pleasant work environment, and the opportunity to grow and learn the financial planning business.
Desired Skills and Experience
The ideal Candidate:
• Is comfortable interacting with clients in person and on the phone
• Possesses intermediate to advanced skills in Microsoft Office
• Possesses strong organizational skills
• Familiar with Social media: LinkedIn, Twitter, and Facebook
• Can type 30 wpm
Responsibilities include:
• Greeting clients in the office and making them feel welcome
• Scheduling client meetings and appointments
• Preparing and processing paper work
• Preparing correspondence to clients and vendors
• Enter data into our Client Relationship Management System (CRM)
For more information or to apply, please email Julie Teal at Jkteal@firstcommand.com or call 704-644-3540.
Required Skills:
©2018 First Command Financial Services, Inc. parent of First Command Financial Planning, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities and brokerage services are offered by First Command Financial Planning, Inc., a broker-dealer. Financial planning and investment advisory services are offered by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are offered by First Command Insurance Services, Inc. in all states except Montana, where as required by law, insurance products and services are offered by First Command Financial Services, Inc. (a separate Montana domestic corporation). Banking products and services are offered by First Command Bank. Securities products are not FDIC insured, have no bank guarantee and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.