Indianapolis, Indiana

Administrative Assistant:

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 in 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
  • Portable career opportunities throughout the United States and overseas
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

Indianapolis, Indiana

Get Your Next Career Squared Away!

 

Who We Are

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 580 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 620 employees based in our Fort Worth, TX home office provide a wide range of support services to our Financial Advisors across the country and abroad.

A Career That Fits Your Military Life

At First Command, we are committed to providing job opportunities for military service members, veterans, and military spouses. Your understanding of the challenges and opportunities associated with life in the military makes you an ideal candidate to serve as a First Command Financial Advisor. And with offices near almost every major military installation in the U.S. and abroad, we’re prepared to help you sustain and grow your business even as you PCS from base to base.

Training Program

Our comprehensive training program is the product of more than 60 years of experience helping military families plan for and pursue their goals. The practical knowledge and skills you will gain through this program, supplemented by your understanding of military life and passion for making a difference, will serve as a sturdy foundation for your new career.

When you become a First Command Financial Advisor, you will be a vital part of the First Command team. You will be joining an organization that values veterans and their families while supporting your desire to be the driving force behind your own second career. 

 

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, please visit our careers page or contact one of our recruiting specialists today at recruiting@firstcommand.com.