Wealth Management Scheduler & Programs Coordinator

TruStage Insurance Agency LLC; Gurnee (IL); On-site; USD 37,400 - 62,300; Full time

Benefits offered by this job

401k

Medical insurance

Tuition reimbursement

Flexible workplace

Paid time off

Job summary

TruStage Insurance Agency LLC is looking for a Financial Advisor Coordinator in Gurnee, IL. This role involves scheduling appointments, marketing Wealth Management Solutions, and providing administrative support to financial professionals.

Successful candidates will have strong organizational and communication skills, a high school diploma, and some experience with Salesforce and Microsoft Office. Joining TruStage means contributing to a mission of making finance accessible to everyone.

Qualifications

• High school diploma or equivalent work experience.
• Ability to work well within a team and independently.
• Strong organizational and communication skills.

Responsibilities

• Schedule appointments for members and professionals.
• Support marketing efforts of the Wealth Management Solutions program.
• Provide administrative support to Advisors.

Skills

Organizational skills

Communication skills

Attention to detail

Salesforce experience

Microsoft Office proficiency

Education

High school diploma or equivalent experience

Job description

TruStage Insurance Agency LLC is looking for a Financial Advisor Coordinator in Gurnee, IL. This role involves scheduling appointments, marketing Wealth Management Solutions, and providing administrative support to financial professionals.

Successful candidates will have strong organizational and communication skills, a high school diploma, and some experience with Salesforce and Microsoft Office. Joining TruStage means contributing to a mission of making finance accessible to everyone.