Broker Check

Personal Assistant

Position Overview

The Administrative Assistant's primary role is to support the CEO and provide outstanding customer service to all clients. Experience in the field is preferred although not required. This is a part-time position. You will average around 15-20 hours of work per week.


  • Provide exceptional service to all our clients.
  • Maintain files and records in the client database.
  • Schedule client appointments and confirm them prior to the appointment date.
  • Provide pre-appointment paperwork for prospects/clients.
  • Prepare advisor with necessary paperwork prior to client appointments.
  • Accurately complete and forward the necessary paperwork after a sale.
  • Maintain commission, sales, production, and conservation records for the Advisor.
  • Become proficient in all necessary computer applications used for our client database.
  • Screen all Advisor phone calls and handle each call appropriately.
  • Assist in problem resolution and act as the Advisor liaison with the various First Command business partners, as well as the Home Office.
  • Keep the Advisor and team members up to speed on pending business, production and progress.
  • Process incoming correspondence, mail, and email.
  • Assist with District activities when requested.
  • Prepare client birthday, anniversary, holiday, and other cards as needed for the Advisor.
  • Perform other duties as requested by the CEO.


  • Self-motivated.
  • Critical thinking skills.
  • Attention to detail a must.
  • Proficient computer skills.

    • Demonstrated problem-solving ability.

  • Personable, comfortable engaging clients as a regular part of daily duties.
  • Excellent organizational, written and verbal communication skills.
  • Familiarity with various computer products and applications, such as MS Word and Excel.
  • Ability to handle multiple tasks and thrive in a fast-paced environment.
  • Satisfactory completion of background check, fingerprinting and required employment documentation.
  • Satisfactory completion of screening/hiring tool if required by the Advisor.

    • Must be able to perform a clerical exam at a high level with an emphasis on accuracy and efficiency.

  • High school diploma or equivalent life experiences.
  • relevant: 1 year (Preferred)

Interested candidates are encouraged to submit  the following supporting documentation:

  • Valid Driver’s License or Current Passport
  • Current Resume
  • Letter of Recommendation or Three (3) Professional References
  • relevant: 1 year (Preferred)

Job Type: Part-time, but could lead to full time.