HOW WILL YOUR ROLE IMPACT FIRST COMMAND?
The Brokerage Operations Associate is responsible for servicing Advisors and clients through the processing and support of First Command Financial Planning business. The Associate is responsible for capturing data, inputting transactions, evaluating information, identifying inconsistencies / inaccuracies, formulating resolutions, processing in-good-order business, maintaining daily statistics, and communicating with Advisors and office staff. The Associate performs these duties within the standards set by the department.
HOW WILL YOU BE SUCCESSFUL IN THIS ROLE?
To be successful in this role, one must be a motivated team player who possesses the ability to successfully work in a team environment. A successful Associate is willing to take ownership and accountability for actions and is willing and able to advance their knowledge and understanding beyond their specific functions. All associates are expected to foster a positive workplace environment and demonstrate a strong commitment to teamwork, respect and the shared success of Brokerage Operations.
WHAT WILL YOU BE DOING?
KNOWLEDGE, SKILLS AND ABILITIES
WHAT SKILLS/QUALIFICATIONS DO YOU NEED?
EDUCATION
WORK EXPERIENCE
CERTIFICATIONS
SYSTEMS
Disclaimer
The information of this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job, which may vary on the department or the assignment. The actual essential
duties, responsibilities and qualifications may vary by department, reporting structure and other business needs. No inference should be drawn that a specific job duty, responsibility or qualification is non-essential by its absence from this description.
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Required Skills Required Experience
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required.
Education and/or Experience