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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.

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

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

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