Program Development Coordinator

hace 1 mes


San Juan, San Juan, Puerto Rico TruStage A tiempo completo

Company Overview

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At TruStage, we put people first and work hand in hand with employees and customers to create a diverse and inclusive environment. Our mission is to make a brighter financial future accessible to everyone.

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Salary

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The base salary range for this position is $37,400.00 - $62,300.00 per year.

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Job Description

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This role is responsible for scheduling appointments, marketing the CBSI Financial Services program, and performing administrative functions in support of the program.

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Responsibilities:

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  • Support the marketing efforts of the program by coordinating logistics, assembling seminar packets, and maintaining lobby marketing materials supply.">
  • Coordinate mailings, execute basic marketing activities at the member level, and provide administrative support to Advisor(s).">
  • Maintain advisor(s) calendar, set up and confirm appointments with members, manage phone calls for advisor(s), and order supplies.">
  • Create and manage contact information, track referrals, and conduct training with CU employees on program processes.">
  • Support success of program, coordinate and track referrals, and conduct training with CU employees on program processes.">
  • Maintain confidential member information by adhering to CBSI's policies and procedures for data security and privacy.">
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Required Skills and Qualifications

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To be successful in this role, you will need high school diploma, strong organizational skills, and ability to work well within a team environment, as well as independently.

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Benefits

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In addition to your base pay, your position may be eligible for an 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.

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Key Factors for Success

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  • Leads marketing activities with minimal direction.">
  • High creativity and staff engagement.">
  • Seeks ongoing personal development.">
  • Optimizes work processes, continually finds efficiencies.">
  • Resourceful.">
  • Effective communicator.">
  • Technology savvy.">
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About TruStage

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We believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth, and retirement assistance.

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Contact Us


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