Financial Professional Coordinator - Remote

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose:
 

This position will be working in a virtual environment to improve the efficiency and productivity of financial services professionals. This position will support multiple financial service professionals, as assigned. The incumbent, via a centralized location, provides operational, marketing, and administrative support to assigned financial services professional(s).

Job 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 financial services professional(s)
  • Coordinate the financial services professional(s) schedule
  • Maintain financial services professional(s) calendar
  • Set up and confirm appointments with members
  • Manage phone calls for financial services professional(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 TruStage Wealth Management Solutions (TWMS) Compliance initiatives
  • Maintain confidential member information by adhering to TWMS’ policies and procedures for data security and privacy

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

List of general education, background and experience, knowledge, skills, and abilities typically required to effectively perform the responsibilities of the job. Also include any required licenses and/or designations.
 

• 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

Preferred Qualifications:

• Experience working with Credit Unions
• Strong understanding of Salesforce
• Any background in using ClientWorks

If you’re ready to help make a difference, apply today. Please provide your Work Experience and Education or attach a …