Wealth Management Programs Coordinator (Hybrid)

TruStage; Gurnee (IL); Hybrid; USD 37,000 - 62,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Parental leave

Paid time off

Life insurance

Disability plans

Tuition reimbursement

Job summary

TruStage seeks a proactive coordinator to schedule appointments for members and financial professionals, while marketing the Wealth Management Solutions program to Credit Union employees and members. You’ll provide essential administrative support, coordinate schedules, and help manage client communications.

You will assist with seminar logistics, marketing materials, and program referrals, contributing to the success of the Wealth Management Solutions initiative while upholding TruStage’s

Qualifications

• High school diploma or equivalent work experience.
• Ability to work well within a team environment, as well as independently.
• Strong organizational skills and attention to detail.
• Strong communication skills, both written and verbal.
• Comfortable working face-to-face and over the phone.

Responsibilities

• Schedule appointments for members, and support Financial Professionals.
• Market the Wealth Management Solutions program to Credit Union employees and members.
• Provide administrative support to Advisors and manage calendars and appointments.
• Coordinate seminar logistics and assemble seminar packets.
• Maintain lobby marketing materials and handle mailings; support program referrals and training.

Skills

Strong organizational skills

Strong communication

Teamwork & independence

Face-to-face & phone communication

Attention to detail

Education

High school diploma or equivalent

Tools

Salesforce

Microsoft Office

Job description

TruStage seeks a proactive coordinator to schedule appointments for members and financial professionals, while marketing the Wealth Management Solutions program to Credit Union employees and members. You’ll provide essential administrative support, coordinate schedules, and help manage client communications.

You will assist with seminar logistics, marketing materials, and program referrals, contributing to the success of the Wealth Management Solutions initiative while upholding TruStage’s