Tampa, Florida

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.

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

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

Interested? Email your resume to:

Keri Finkenbinder at KLFinkenbi@firstcommand.com

©2020 First Command Financial Services, Inc., is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Insurance Services, Inc. and First Command Bank. Financial planning services and investment products, including securities, are offered by First Command Financial Planning, Inc. Insurance products and services are offered by First Command Brokerage 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 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. First Command Financial Services Inc. and its related entities are not affiliated with or endorsed by the U.S. government or the U.S. Armed Forces.

Tampa, Florida

Get Your Next Career Squared Away

Founded in 1958 by a retired Air Force officer, First Command Financial Services, Inc. is committed to helping military members, federal employees ,and their families get their financial lives squared away. Through an international network of more than 300 Financial Advisors, our company provides lifetime financial coaching to assist nearly 300,000 clients in their efforts to reduce debt, build wealth, manage risk, and pursue their financial goals. More than 400 employees in our Fort Worth, TX home office provide a wide range of support services and subject matter expertise to our Financial Advisors across the country and abroad. 

To serve our growing client base, we are now actively hiring qualified Financial Advisor candidates. To learn more about this opportunity to build a career that allows you to make a real difference in people’s lives, contact one of our recruiting specialists today at recruiting@firstcommand.com. 

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