Financial Coordinator - Summit Credit Union (Waunakee office)

TruStage•Waunakee, WI

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, Financial Service Representatives, and/or Lead Financial Professionals, 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.

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
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.