Key skills
SalesforceCommunication
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