Administrative Assistant

Title: Administrative Assistant in Lexington, MA

Job Description:

• Provide courteous and professional services to all First Command Prospects and Clients

• Maintain electronic files and records in the First Command 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 for investment and insurance applications

• Maintain and distribute client suspense’s

• Maintain commission, sales, production, and conservation records for the two Advisors

• Become proficient in all necessary computer applications to include the First Command client database

• Screen 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 First Command business partners as well as the Home Office

• Keep Advisors and other team members informed on pending business status, production and progress

• Assist with District activities when requested

• Prepare client birthday, anniversary, holiday, and other cards as needed for the Advisor

• Potential opportunity to work remotely at times after probationary period is over. (up to 2 days per week)- negotiable

Minimum Requirements:

• 2 years general office experience preferred, but not required

• Excellent organizational, written, and verbal communication skills (focus on clear, concise, and easy to understand in one simple reading)

• Proficient in basic computer skills and programs to include, but not limited to Microsoft Office

Suite (Excel and others), Adobe, Printing, Scanning, Email

• Ability to handle multiple tasks and thrive in a fast-paced environment

• Self-motivated

• High School Diploma or equivalent life experiences

• Satisfactory completion of background check, fingerprinting, and required employment documentation

• Satisfactory completion of screening/hiring tool if required by District Advisor

• Perform other duties as requested by the Advisor

The position will work for: Daniel (Dan) Ferris, and Christopher (Chris) Moore, First Command Financial Advisors, splitting the time evenly.

Base Salary: This is an hourly position and the expectation is that the Administrative Assistant will work a minimum of 30 hours per week, and the hourly wage will be $15 per hour (negotiable based on experience, checks will be bi-weekly by direct deposit for between 60-80 hours (depending on hours worked) and subject to deductions for taxes and other withholdings as required by law. We offer two weeks of paid vacation a year (calculated at 30 hours/week).

Probation: This position will have a thirty (30) day training period with the dates being determined by start date. There will be a training review at the end of the 30-day period. The Assistant will participate in the First Command Administrative Assistant Training Course conducted by the First Command Home

Office through a virtual classroom during the training period. There will be a sixty (60) day probation period at the end of the training period concluding in a performance review. It will be determined through the performance review if this position will continue to permanent placement.

Salary Increases/Performance Reviews: Salary will be determined based on preceding year performance and additional duties added to the position. Performance reviews will occur quarterly with a final annual review conducted every December on or about the 15th of the month.

Review Dates:

March (Quarterly)

June (Quarterly)

September (Quarterly)

December (Annual Review)

Job Types: Full-time, Part-time

Pay: $16.00 - $19.00 per hour

Education:

• High school or equivalent (Preferred)

Experience:

• Microsoft Office: 1 year (Preferred)
• Customer Service: 1 year (Preferred)