Wealth Management Coordinator - Scheduling & Outreach

Abbott Laboratories Employees Credit Union; Gurnee, Northern (IL, KY); Hybrid; USD 47,000 - 63,000; Full time

Job summary

Abbott Laboratories Employees Credit Union is seeking an Investment Coordinator, partnering with TruStage and LPL Financial to support wealth management services for members and employees in Gurnee, IL. You will schedule appointments and assist advisors while promoting Wealth Management Solutions within the credit union community.

The role emphasizes administrative duties, calendar management, and ensuring accurate contact information and program compliance.

Qualifications

• High school diploma or equivalent required.
• 1 year of customer service experience.
• Experience with SalesForce and proficiency with Microsoft Office preferred.

Responsibilities

• Schedules appointments for members and associates.
• Markets the Wealth Management Solutions program to employees and members.
• Provides administrative support to advisors.

Skills

Customer service

Education

High school diploma or equivalent

Tools

SalesForce

Microsoft Office

Job description

Abbott Laboratories Employees Credit Union is seeking an Investment Coordinator, partnering with TruStage and LPL Financial to support wealth management services for members and employees in Gurnee, IL. You will schedule appointments and assist advisors while promoting Wealth Management Solutions within the credit union community.

The role emphasizes administrative duties, calendar management, and ensuring accurate contact information and program compliance.