Financial Advisor Coordinator - Abbott Labs Employee Credit Union (On-Site)

TruStage•Gurnee, IL

7d•$37,400 - $62,300•Onsite

About The Position

This position is responsible for scheduling appointments for members, Associate Financial Professional, Financial Service Representatives, and/or Lead Financial Professional, marketing the Wealth Management Solutions program to Credit Union employees and members, as well as performing administrative functions in support of the Wealth Management Solutions program.

Requirements

High school diploma or equivalent work experience.
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.
A resume is required to apply.

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 TWMS Compliance initiatives
Maintain confidential member information by adhering to TWMS’s policies and procedures for data security and privacy