Job Description

Position Overview:

The Receptionist plays a critical role in supporting First Command Advisors and District Team. This position is essential in ensuring that all clients feel welcome and receive exceptional service during every interaction with the firm. As a key member of the local support team, your responsibilities will include:

Key Responsibilities:

• Promote Exceptional Client Experience: Ensure each client interaction—whether in person or over the phone—is welcoming, professional, and provides an exceptional client experience.

• Client Interaction: Greet and interact with clients both in person and on the phone, ensuring they feel valued, and their needs are addressed.

• Appointment Confirmation: Confirm appointments for clients and advisors, ensuring all required details are communicated clearly.

• Marketing Events Support: Collaborate with the district and office to maintain a marketing events calendar. Assist with planning and coordinating marketing events as necessary.

• Compliance & Record Keeping: Manage office communications and ensure all record-keeping meets compliance requirements.

What We Offer:

• Competitive wages
• A pleasant and supportive work environment
• Opportunities for professional development and career growth
• The ability to take control of your career trajectory
• Portable career opportunities across the United States and overseas

Desired Qualifications:

• Excellent organizational, written, and verbal communication skills
• Proficiency 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 with a proactive attitude
• High school diploma or equivalent
• Satisfactory completion of background check, fingerprinting, and required employment documentation, as well as any screening/hiring tools required by the hiring district

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