Program Coordinator
hace 2 meses
At TruStage, we're committed to making a brighter financial future accessible to everyone. We're passionate about building insurance, investment, and technology solutions that push the boundaries of what's possible. As a Program Coordinator, you'll play a key role in shaping what's next for our company.
Job Purpose:
This position is responsible for scheduling appointments, marketing the CBSI Financial Services program, and performing administrative functions in support of the program.
Key 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
- 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 CBSI Compliance initiatives
- Maintain confidential member information
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Requirements:
- High school diploma
- 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
Key Factors for a Successful Coordinator:
- 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
At TruStage, 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. 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, just to name a few.
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