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TruStage · 3 hours ago

Advisor Coordinator - Charter Oak Federal Credit Union (Waterford, CT) on-site

Waterford, CT

Full-time

Onsite

New Grad, Entry Level

$37K/yr - $62K/yr

TruStage is dedicated to making a brighter financial future accessible to everyone. The Advisor Coordinator will be responsible for scheduling appointments, marketing the CBSI Financial Services program, and providing administrative support to financial advisors.

Financial Services

Hiring Manager

Eric W Goodling

Responsibilities

Support the marketing efforts of the program

Assemble seminar packets

Coordinate logistics of seminars

Maintain lobby marketing materials supply

Coordinate mailings

Execute basic marketing activities at the member level

Administrative support to Advisor(s)

Coordinate the advisor(s) schedule

Maintain advisor(s) calendar

Set up and confirm appointments with members

Manage phone calls for advisor(s)

Order supplies

Create and manage contact information

Support success of program

Coordinate and track referrals

Conduct training with CU employees on program processes

Program reporting

Support CBSI Compliance initiatives

Maintain confidential member information by adhering to CBSI’s policies and procedures for data security and privacy

Qualification

SalesforceMicrosoft OfficeOrganizational skillsCommunication skillsResourcefulnessTechnology proficiencyTeamworkAttention to detailCreativity

Required

High school diploma

Ability to work well within a team environment, as well as independently

Strong organizational skills

Strong communication skills both verbally and in writing

Comfortable working both face-to-face and over the phone with people

Strong attention to detail

Previous experience with Salesforce and proficient with Microsoft Office tools

Benefits

Medical

Dental

Vision

Employee assistance program

Life insurance

Disability plans

Parental leave

Paid time off

401k

Tuition reimbursement

Company

TruStage

Glassdoor3.6

TruStage™ is a financially strong insurance and financial services provider, built on the philosophy of people helping people, meeting the needs of middle-market consumers and the businesses that serve them.

Founded in 1935