Financial Advisor Coordinator - Interra Credit Union (On-Site) - Wealth Management

trustage; Goshen (IN); On-site; USD 37,000 - 62,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Employee assistance program

Life insurance

Disability plans

Parental leave

Paid time off

401k

Tuition reimbursement

Job summary

TruStage is seeking an Administrative Support professional to schedule appointments for members and financial professionals, promote Wealth Management Solutions to credit union staff and members, and handle essential program administration.

Key duties include coordinating seminars, maintaining marketing materials, managing calendars and referrals, and supporting compliance and reporting for the Wealth Management Solutions program.

Qualifications

• 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.
• Previous Financial Services experience is a plus.

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

Skills

Strong organizational skills

Clear written and verbal communication

Team player and independent worker

Phone face-to-face interaction

Attention to detail

Education

High school diploma or equivalent

Tools

Salesforce

Microsoft Office

Job description

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, 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.

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 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.

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.

Preferred Qualifications:

• Previous Financial Services experience is a plus

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.

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

Benefits:

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.

• medical
• dental
• vision
• employee assistance program
• life insurance
• disability plans
• parental leave
• paid time off
• 401k
• tuition reimbursement

TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.