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Financial Professional Coordinator at TruStage | JobVerse
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Financial Professional Coordinator
TruStage
Remote
Website
LinkedIn
Financial Professional Coordinator
Utah, United States of America
Full Time
2 weeks ago
$46,800 - $63,300 USD
No Visa Sponsorship
Apply Now
Key skills
Salesforce
Communication
About this role
Role Overview
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
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
Requirements
High school diploma
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
Proficient with Microsoft Office tools
Benefits
medical, dental, vision
employee assistance program
life insurance
disability plans
parental leave
paid time off
401k
tuition reimbursement
Apply Now
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