Financial Advisor Coordinator - Southeast Financial (On-Site)
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. 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.
Nice To Haves
- Prior Financial Services/Insurance related background is a plus.
- Banking or Credit Union experience.
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
Benefits
- medical
- dental
- vision
- employee assistance program
- life insurance
- disability plans
- parental leave
- paid time off
- 401k
- tuition reimbursement
- annual incentive (bonus) plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
