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Kirsten McCrary

Administrative Assistant @First Command Financial Services, Inc.

Columbia, SC, US
MOBILE NUMBERS
+17•••••••11

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WORK HISTORY

Dec 2023 — Present

Administrative Assistant @First Command Financial Services, Inc.

Columbia, SC, US

Provide exceptional client service and perform various administrative tasks• Schedule and confirm client appointments and prepare all required paperwork for multiple advisors• Prepare and process insurance, investment, and banking forms and documentation toimplement product and service recommendations for several advisors• Communicate with internal departments and business partners to track and follow up onsubmissions and resolve problems related to client files• Manage record keeping requirements for compliance purposes• Assist advisors in training by answering questions and teaching systems and processes

EDUCATION

2009 — 2009

University of Oxford

Journalism, International Mass Communication and History

2008 — 2012

The University of Georgia

Bachelor of Arts in Journalism, Publication Management

2018 — 2019

Emory University

Paralegal Certificate

ABOUT KIRSTEN MCCRARY

Communications Professional

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