Coordinator - Wealth Management

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, investment and technology 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 Wealth Management Solutions program to Credit Union employees and members, as well as performing administrative functions in support of the Wealth Management Solutions program.

Job 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
  
  

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

Job 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.
  
  

If you’re ready to help make a difference, apply today. Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range

$37,400.00 - $62,300.00

At TruStageTM, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.