WilmingtonDERecruiter Since 2001
the smart solution for Wilmington jobs

Field Administrative Assistant

Company: First Command Financial Services, Inc.
Location: Dover
Posted on: November 22, 2021

Job Description:

Job Description

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.


  • 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

Keywords: First Command Financial Services, Inc., Wilmington , Field Administrative Assistant, Administration, Clerical , Dover, Delaware

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest Delaware jobs by following @recnetDE on Twitter!

Wilmington RSS job feeds