Making Dreams Happen One Plan @ A Time
Administrative Assistant (Former Employee) – Colorado Springs, CO – March 2, 2015
A typical day at First Command Financial Planning consisted of proposing and developing financial portfolios including investment strategies, securities, insurance, pension plans, real estate and taxes to assist financial planners proposing money management strategies for individuals and businesses.
I learned how to gather client information regarding assets, liabilities, cash flow, insurance coverage, tax status and financial objectives and assisted financial planners in analyzing and developing a financial plan tailored to client's needs.
My co-workers were encouraging and knowledgeable.
The hardest part of working at First Command Financial Planning was not being able to help a handful of clients make their dreams a reality.
The part that I enjoyed most about this job was being able to assist clients in visualizing their potential in reference to what they can achieve overtime and int he future.
flexible work schedule