Advisor Coordinator - Charter Oak Federal Credit Union (Waterford, CT) on-site

TruStage•Waterford, CT

19d•Onsite

About The Position

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position is responsible for scheduling appointments for members, Associate Financial Advisors, Financial Service Representatives, and/or Lead Financial Advisors, marketing the CBSI Financial Services program to Credit Union employees and members, as well as performing administrative functions in support of the CBSI Financial Services program.

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 and proficient with Microsoft Office tools

Responsibilities

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 Advisor(s)
Coordinate the advisor(s) schedule
Maintain advisor(s) calendar
Set up and confirm appointments with members
Manage phone calls for advisor(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 CBSI Compliance initiatives
Maintain confidential member information by adhering to CBSI’s policies and procedures for data security and privacy