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Summit Credit Union · 1 day ago

TruStage Financial Coordinator - (Summit Credit Union Waunakee Branch)

Waunakee, Wisconsin, United States

Full-time

Onsite

New Grad, Entry Level

$37K/yr - $62K/yr

Summit Credit Union is dedicated to making a brighter financial future accessible to everyone. The Financial Coordinator will be responsible for scheduling appointments, marketing Wealth Management Solutions, and providing administrative support to financial advisors.

BankingFinancial ServicesPersonal Finance

Responsibilities

Support the marketing efforts of the program

Assembling seminar packets

Coordinate logistics of seminars

Maintain lobby marketing materials supply

Coordinate mailings

Execute basic marketing activities at the member level

Birthday cards

Newsletters

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 TWMS Compliance initiatives

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

Qualification

SalesforceMicrosoft OfficeOrganizational skillsCommunication skillsAttention to detailFace-to-face communicationPhone communicationTeamworkIndependent work