TruStage · 2 hours ago
Financial Advisor Coordinator - Charter Oak Federal Credit Union (Waterford, CT) on-site
Waterford, CT
Full-time
Onsite
New Grad, Entry Level
$37K/yr - $62K/yrTruStage is on a mission to make a brighter financial future accessible to everyone. The Financial Advisor Coordinator role involves scheduling appointments, marketing the Wealth Management Solutions program, and providing administrative support to financial advisors.
Financial Services
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
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
Required
High school diploma or equivalent work experience
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
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
1001-5000 employees
H1B Sponsorship
TruStage has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (22)
2024 (15)
2023 (13)
2022 (25)
2021 (15)
2020 (15)
Funding
Current Stage
Late StageLeadership Team
Sidd Kuckreja
SVP, Chief Technology Officer
Brian J. Borakove
Senior Vice President - Deputy Chief Financial Officer
Company data provided by crunchbase