Investment Services Support & Marketing Coordinator

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

Job summary

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

The role involves assisting Investment Consultants, coordinating calendars, and serving Members by phone and email. It also covers marketing campaigns, event support, and reporting duties as needed, with a focus on compliance and teamwork.

Qualifications

• Equivalent combination education & experience or better.
• High School or GED or equivalent.
• Preferred: 1-3 years related experience or better.

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 which include coordinating marketing campaigns, lobby days, direct mail, seminars, advertisements, digital media, newsletter articles, and any other marketing activities assigned to grow CFS business.
• Collects and records Member service survey information for reporting and will be assigned additional reporting creation and distribution duties as needed.

Education

High School Diploma or GED

Job description

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

The role involves assisting Investment Consultants, coordinating calendars, and serving Members by phone and email. It also covers marketing campaigns, event support, and reporting duties as needed, with a focus on compliance and teamwork.