Divisional Operations & Leadership Support Specialist

How will your role impact First Command?

The Division Operations & Leadership Support Specialist plays a key role in coordinating support for the leadership teams overseeing field sales and client servicing activities. Reporting to the Director, Field Support Operations, this position works closely with their assigned divisional leadership team and the larger Division Ops team, promoting a positive experience for field leadership and driving effective and efficient field operations. Successful team members are passionate about providing high-quality service and exhibit optimism, enthusiasm, and professionalism in all they do.

What will you be doing?

• Manage logistics and administrative tasks supporting leadership team consisting of Senior Vice President

• Advisor Operations, Vice President

• Division Operations, and Deputy Director

• Operations.

• Leverage knowledge of First Command's organizational structure, business model, policies, procedures, and resources to anticipate and address leadership team's needs, serving as primary administrative contact and collaborating with internal and external partners where applicable.

• Coordinate heavy travel agenda for division leadership team, proactively identifying and resolving scheduling conflicts with local offices and other key stakeholders as applicable.

• Plan and execute in-person large group events, including division offsite meetings, trainings, and workshops. Collaborate with leadership, facilitators, guest speakers, location contacts, transportation providers, etc. to produce agenda, materials, communications, attendee tracking, etc.

• Plan, coordinate, and facilitate large group virtual events, including creating agendas, building presentations, managing attendance tracking, and producing event and breakout sessions.

• Process and track invoices, corporate card expenditures, and reimbursement requests to appropriate budgets and cost centers, acting as point of contact for questions and reconciliation of assigned budgets.

• Facilitate divisional communications and rewards and recognition programs by producing and distributing newsletters and PowerPoint presentations, ordering gifts and awards, etc.

• Create and maintain process documentation for divisional consistency and business continuity.

• Collaborate with Manager, larger DOLS team, and division leadership to identify, research, design, communicate, and implement process improvement opportunities.

• Complete special projects and other miscellaneous duties as assigned.

What skills/qualifications do you need?

Education

• High school diploma required

• Bachelor's degree preferred (equivalent work experience will be considered)

Work Experience

• Minimum 5+ years in a professional office setting (required)
• Minimum 3+ years in a leadership/executive support role strongly preferred

Required Knowledge, Skills and Abilities

• Excellent verbal/written communication, interpersonal, consultative and negotiation skills

• Ability to collaborate at all levels within an organization

• Strong ability to exercise listening, problem solving, and forward/out-of-the-box thinking skills to anticipate and resolve challenges

• Ability to maintain a high degree of confidentiality, demonstrate integrity and ethics, and exercise good judgement in interactions with leadership, peers, and others

• Demonstrated ability to work both within a team and independently with minimal direction as needed to meet deadlines in a fast-paced environment.

• High level of adaptability and capacity to prioritize, multi-task, and adjust focus when needed, particularly within an Agile organization.

• Strong commitment to, and ability to demonstrate, customer service, proactivity, organization, accuracy, and attention to detail

• Proficiency with MS365; specifically Outlook, Excel, PowerPoint, Word, Teams, and SharePoint

• Prior experience creating/distributing professional presentations and communications

• Proficiency in large scale virtual meeting production/facilitation via MS Teams, Zoom, etc.

• Ability to travel up to 20%

#LI-NC1

2023 First Command Financial Services, Inc. parent of First Command Brokerage Services, Inc (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC, Equal Housing Lender). Securities are not FDIC insured, have no bank guarantee and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefits programs referenced, by the U.S. government, or the U.S. armed forces.

First Command does not discriminate in the recruiting of Employees or Financial Advisors on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.

Job Location

1 FirstComm Plaza, Fort Worth, Texas

Position Type

Full-Time/Regular