Financial Advisor Support Coordinator

Alliant Credit Union; Chicago (IL); Hybrid; USD 52,000 - 81,000; Full time

Benefits offered by this job

Health care

Vision

Dental

401k with employer match

Annual performance bonus

Work from home up to 3 days a week

Paid parental leave

Employee discount programs

Time off including paid personal and s

Paid personal and sick days

Job summary

Alliant Credit Union is seeking a detail-oriented coordinator to schedule member appointments with the financial advisor and support the retirement and investment services program. You will assist in marketing, prepare seminars, manage calendars, and provide responsive phone coverage for members and staff.

The role involves coordinating events, tracking referrals, and preparing memos and correspondence to support the advisor.

Qualifications

• Minimum - High School or Equivalent.
• Minimum 2 years customer service, sales or related.
• Financial Advisor support a plus.

Responsibilities

• Lead team efforts in planning member appreciation events, retirement and investment services workshops, and local promotions.
• Cross-sell credit union products and services.
• Coordinate newsletters, surveys, seminars, review letters, thank you cards and appointment information forms.
• Set up appointments, manage calendars and provide administrative support for the retirement and investment services program.
• Work with the financial advisor to ensure brokerage account paperwork is in order and compliant; track staff referrals.
• Prepare seminars and webinars and assist the advisor during events.

Skills

Customer service

Sales

Event planning

Marketing coordination

Calendar management

Telephone support

Education

High School diploma or equivalent

Job description

Responsible to schedule member appointments for the financial advisor, make appointment reminder calls, schedule reviews and routing/tracking staff referrals. Assist in the marketing of the retirement and investment services program with credit union employees and members. Prepare seminar preparations, mail, communicates changes, provides telephone coverage, prepares memos and correspondence and manages calendars. Monitors the supply of marketing and compliance materials and provides functional support for the program.

Essential Responsibilities

• Lead team efforts in the planning of member appreciation events, and retirement and investment services workshops, and local promotions.
• Remain up to date with the credit union product and demonstrate an understanding of credit union products and services and cross-sell credit union products and services.
• Coordinate newsletters, surveys, seminars, review letters, thank you cards, milestone cards and appointment information forms. Promote the program to credit union employees and members.
• Set up appointments with members, analyze, sort, and deliver incoming mail, provide telephone coverage, prepare memos and correspondence, and manage calendars. Provide administrative support for the retirement and investment services program.
• Works with the financial advisor to ensure brokerage account paperwork is in order and compliant. Track staff referrals and work with staff to ensure that they understand the referral process.
• Prepare seminars and webinars by making room arrangements, preparing documents, organizing attendees, confirming seminar attendance and attending seminars to assist the advisor.
• Scheduled and coordinate appointments for the financial advisor. Putting together new member file kits for appointments helps to complete applications to send new accounts to the brokerage home office, organize and maintain the client database, enter notes and schedule follow-up appointments.

Education & Years Of Experience

• Minimum - High School or Equivalent
• Minimum 2 Years Customer service, sales or related
• Financial Advisor support a plus

Compensation & Benefits

Typical hiring range: $52,300.00 to $81,300.00 Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.

Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match including:

• Annual performance bonus
• Work from home up to 3 days a week
• Paid parental leave
• Employee discount programs
• Time off including paid personal and sick days