First Command Financial Services, Inc. Jobs (2)

Receptionist

First Command Financial Services, Inc. Omaha, NE
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Receptionist

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 Receptionist supports the First Command District Advisor, who leads a team of Financial Advisors and administrative staff.

This role is critical to ensuring all clients feel welcome and receive exceptional service in all interactions with the firm.

As a key member of our local support staff team, you will :

  • Promote a consistently exceptional client experience
  • Greet and interact with clients in person and on the phone
  • Maintain client and prospect files in the client database, including current contact information
  • Schedule and confirm appointments
  • Work with the district and office to maintain a marketing events calendar and plan, and assist with marketing events as needed
  • Manage office communications 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
  • 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
  • Satisfactory completion of background check, fingerprinting, and required employment documentation, as well as any screening / hiring tool if required by hiring district

Required Skills

Required Experience

Full-time
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Receptionist

First Command Financial Services, Inc. Omaha, NE
APPLY

Receptionist

Receptionist

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 Receptionist supports the First Command District Advisor, who leads a team of Financial Advisors and administrative staff.

This role is critical to ensuring all clients feel welcome and receive exceptional service in all interactions with the firm.

As a key member of our local support staff team, you will :

  • Promote a consistently exceptional client experience
  • Greet and interact with clients in person and on the phone
  • Maintain client and prospect files in the client database, including current contact information
  • Schedule and confirm appointments
  • Work with the district and office to maintain a marketing events calendar and plan, and assist with marketing events as needed
  • Manage office communications 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
  • 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
  • Satisfactory completion of background check, fingerprinting, and required employment documentation, as well as any screening / hiring tool if required by hiring district

2022 FirstCommand Financial Services, Inc. parent of First Command Brokerage Services,Inc (Member SIPC, FINRA), First Command Advisory Services, Inc.

First CommandInsurance Services, Inc. and First Command Bank. Securities products andbrokerage services are provided by First Command Brokerage Services, Inc.

abroker-dealer. Financial planning and investment advisory services are providedby First Command Advisory Services, Inc.

an investment adviser. Insuranceproducts and services are provided by First Command Insurance Services, Inc.Banking products and services are provided by First Command Bank (Member FDIC,Equal Housing Lender).

Securities are not FDIC insured, have no bank guaranteeand may lose value. A financial plan, by itself, cannot assure that retirementor other financial goals will be met.

First Command Financial Services, Inc.and its related entities are not affiliated with, authorized to sell orrepresent on behalf of or otherwise endorsed by any federal employee benefitsprograms referenced, by the U.

S. government, or the U.S. armed forces.

First Command does not discriminate in therecruiting of Employees or Financial Advisors on the basis of race, color,religion, national origin, sex, sexual orientation, gender identity, maritalstatus, disability, age or veteran status.

No information solicited by FirstCommand from you is intended to be used in a discriminatory manner. Allinformation provided by you will be reviewed carefully, but the receipt of anAdvisor application or other information does not imply that you will beoffered the opportunity to enter into a Financial Advisor / Agent Agreement withFirst Command.

Job Location

1716 Charleston Dr, Papillion, Nebraska

Position Type

Full-Time / Regular

Full-time
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