First Command Financial Services, Inc.Administrative Assistant
Apr. 2007 - Feb. 2008Manhattan, Kansas, United StatesI provided primary administrative support for a financial advisor. My responsibilities included completing all paperwork, answering the phones, greeting clients, scheduling appointments, and keeping track of all confidential filing. I prepared paperwork for investments and life insurance policies. I contacted investment companies and life insurance companies when necessary to make sure the paperwork was processed in a timely fashion. I also provided secondary support to the other financial advisors in the office when their assistants were unavailable.