Financial Advisor Coordinator - Southeast Financial (On-Site)

About the role

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 and financial services solutions, we push the boundaries of what’s possible.

Job Purpose: This position is responsible for scheduling appointments for members, Associate Financial Professionals, Financial Service Representatives, and/or Lead Financial Professionals, 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.

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)
• Provide 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

Requirements

• 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

Qualifications

• Prior Financial Services/Insurance related background is a plus
• Banking or Credit Union experience

Benefits

• Medical, dental, vision coverage
• Employee assistance program
• Life insurance and disability plans
• Parental leave and paid time off
• 401(k) retirement plan
• Tuition reimbursement
• Annual incentive (bonus) plan eligibility
• Flexible workplace and hybrid working options

Pay

Base Salary Range: $37,400.00 – $62,300.00. Compensation may vary based on job level, geographic work location, position incentive plan, and exemption status. Eligible for annual incentive (bonus) plan.