TruStage Financial Coordinator - (Summit Credit Union Waunakee Branch)
Summit Credit Union is dedicated to making a brighter financial future accessible to everyone. The Financial Coordinator position is responsible for scheduling appointments, marketing the Wealth Management Solutions program, and providing administrative support to financial advisors.
Responsibilities
- Support the marketing efforts of the program
- Assembling 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 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
Skills
- 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 proficiency with Microsoft Office tools
Benefits
- Medical
- Dental
- Vision
- Employee assistance program
- Life insurance
- Disability plans
- Parental leave
- Paid time off
- 401k
- Tuition reimbursement
Company Overview