Remote CST - Administrative Assistant

First Command Financial Services, Inc. • Fort Worth, TX

31d • Remote

About The Position

The CST Administrative Assistant works with the CST Field Liaison & Team Lead to prepare, process, and follow-up on the paperwork required for client appointments. The focus of the role is meet regularly with the CST Team Lead to understand upcoming work volumes; provide updates on the day-to-day follow-up (suspense tasks); and provide details and clarification related to pending requirement or escalations and work with internal departments and business partners to ensure timely product implementation and service.

Requirements

• High school diploma (Required)
• Minimum 1 year as a First Command Office Manager, Administrative Assistant, or Home Office employee (Required)
• Demonstrate and maintain advanced understanding and awareness of all applicable compliance, regulatory, and internal guidance related to First Command products and Advisor production, compensation, and recognition.
• Strong proficiency with Salesforce.
• Strong proficiency with Microsoft Windows and Office Suite.
• Desire for continual learning and dedication to study and apply new concepts.
• Adept at verbal and written communication and ability to clearly communicate thoughts and ideas to varied audiences.
• Adapt and multi-task with organization, accuracy, and strong attention to detail while meeting deadlines in a fast-paced environment.
• Able to effectively handle stress, pressures, and challenges inherent within the industry.
• Self-motivated to work independently and coordinate tasks with others under minimal supervision.

Nice To Haves

• College degree (Preferred, though previous work experience will be considered)
• Customer Service experience (Strongly Preferred)

Responsibilities

• Utilize knowledge and experience to prepare and process insurance, investment, and banking forms and workflows to implement product recommendations and/or service of existing products and provide any need-to-know important information relating to the execution of the forms and workflows within established service levels.
• Thoroughly review all forms and workflows prior to submission to ensure accuracy and good order status.
• Communicate with internal department and business partners to track and follow up on submissions, ensuring products are implemented or serviced in a timely manner and resolving problems related to client files.
• Exercise good judgement and decision-making skills to recognize when additional documentation or approval is needed and escalate to Team Lead as appropriate.
• Participate in regular meetings with Team Leads and CST members regarding upcoming appointments, work in progress, and completed work.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Administrative and Support Services
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees