Financial Professional Coordinator
TruStage
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $41,400 - $62,000 per year
Job Level
Mid-LevelSenior
About the role
- Support the marketing efforts of the program
- Assemble seminar packets
- Coordinate logistics of seminars
- Maintain lobby marketing materials supply
- Coordinate mailings
- Execute basic marketing activities at the member level birthday cards newsletters
- Administrative support to financial services professional(s)
- Coordinate the financial services professional(s) schedule
- Maintain financial services professional(s) calendar
- Set up and confirm appointments with members
- Manage phone calls for financial services professional(s)
- Order supplies
- Create and manage contact information
- Support success of program
- Coordinate and track referrals
- Conduct training with CU employees on program processes
- Program reporting
- Support TruStage Wealth Management Solutions (TWMS) Compliance initiatives
- Maintain confidential member information by adhering to TWMS’ policies and procedures for data security and privacy
Requirements
- High school diploma
- Ability to work well within a team environment, as well as independently
- Strong organizational skills
- Strong communication skills both verbally and in writing
- Comfortable working both face-to-face and over the phone with people
- Strong attention to detail
- Previous experience with Salesforce
- Proficient with Microsoft Office tools
Benefits
- medical
- dental
- vision
- employee assistance program
- life insurance
- disability plans
- parental leave
- paid time off
- 401k
- tuition reimbursement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SalesforceMicrosoft Office
Soft skills
teamworkorganizational skillscommunication skillsattention to detail
Certifications
high school diploma