Financial Services Support & Marketing Coordinator

Centra Financial Services, LLC; Columbus (IN); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Interpreting differential

Job summary

Centra Credit Union in Columbus, Indiana is hiring a Centra Financial Services (CFS) Support Specialist to provide administrative support and manage sales and marketing activities for Investment Consultants.

You will coordinate calendars, assist with campaigns, prepare materials, and maintain digital resources across Centra intranet and social media.

This on-site role offers competitive hourly pay starting at $24.42 plus a comprehensive benefits package and opportunities for professional growth.

Qualifications

• High School Diploma or GED required.
• 1–3 years of similar or related experience preferred.
• Spanish/English interpreters may be eligible for an interpreting differential.

Responsibilities

• Assists Investment Consultants administratively coordinating calendars, scheduling events, and preparing CFS documents.
• Provides Member and Team Member service by telephone and email, greets visitors, receives incoming correspondence and distributes to the appropriate Team Member.
• Assists Investments Consultants on marketing campaigns for CFS and partners with Marketing department for best exposure and resources.
• Collaborates with Broker Dealer and Centra Marketing and understands compliance requirements of both organizations.
• Performs on-going marketing efforts including coordinating campaigns, lobby days, direct mail, seminars, advertisements, digital media, newsletter articles, and other marketing activities.
• Attends events for setup and assistance, coordinating with branches to ensure materials are current and supply needs are met.
• Collects and records Member service survey information for reporting and will be assigned additional reporting creation and distribution duties as needed.
• Maintains knowledge of applicable technology resources and software needed for the role including Centra intranet and social media for Investment Consultants.
• Assists in the development and marketing of seminars held by the Investment Consultants.

Skills

Administrative support

Customer service

Marketing coordination

Event coordination

Education

High School Diploma or GED

1–3 years related experience

Tools

Centra intranet

Email/telephone tools

Job description

Centra Credit Union in Columbus, Indiana is hiring a Centra Financial Services (CFS) Support Specialist to provide administrative support and manage sales and marketing activities for Investment Consultants.

You will coordinate calendars, assist with campaigns, prepare materials, and maintain digital resources across Centra intranet and social media.

This on-site role offers competitive hourly pay starting at $24.42 plus a comprehensive benefits package and opportunities for professional growth.