Investment Coordinator
Abbott Laboratories Employees Credit Union•Gurnee, IL
•$55,000•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.
- 1 year of customer service experience
Nice To Haves
- Experience with SalesForce
- Proficient with Microsoft Office tools
Responsibilities
- Supports the marketing efforts of the program
- Administrative support to Advisor(s)
- Assembles seminar packets
- Coordinates logistics of seminars
- Maintains lobby marketing materials supply
- Coordinates mailings
- Executes basic marketing activities at the member level, including mailing birthday cards and creating newsletters.
- Coordinates the advisor(s) schedule
- Maintains advisor(s) calendar
- Sets up and confirms appointments with members
- Manages phone calls for advisor(s)
- Orders supplies
- Creates and manages contact information
- Supports success of program
- Supports TWMS Compliance initiatives
- Coordinates and tracks referrals
- Conducts trainings with CU employees on program processes
- Program reporting
- Maintains confidential member information by adhering to TWMS’s policies and procedures for data security and privacy
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
