Financial Advisor Coordinator - Abbott Labs Employee Credit Union (On-Site)

Job Purpose

This position is responsible for scheduling appointments for members, Associate Financial Professional, Financial Service Representatives, and/or Lead Financial Professional, marketing the Wealth Management Solutions program to Credit Union employees and members, as well as performing administrative functions in support of the Wealth Management Solutions program.

Job Responsibilities

• Support the marketing efforts of the program
• Assemble seminar packets
• Cook up logistics of seminars
• Maintain lobby marketing materials supply
• Cook up mailings
• Execute basic marketing activities at the member level
• birthday cards
• newsletters
• Administrative support to Advisor(s)
• Cook up 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
• Cook up 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

Job Requirements

• A 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

Compensation

• Base Salary Range: $37,400.00 - $62,300.00
• Annual incentive (bonus) plan
• Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement

Benefits

• Flexible workplace that allows for work-life balance, career growth and retirement assistance
• Accommodation request