Program Coordinator
hace 1 semana
At TruStage, we're dedicated to creating a brighter financial future for everyone. Our team is passionate about building innovative insurance, investment, and technology solutions. We're seeking a skilled Coordinator to help us shape what's next.
This role is responsible for scheduling appointments, marketing our CBSI Financial Services program, and performing administrative tasks in support of the program. Key responsibilities include:
- Supporting the marketing efforts of the program
- Assembling seminar packets
- Coordinating logistics of seminars
- Maintaining lobby marketing materials supply
- Coordinating mailings
- Executing basic marketing activities at the member level, including birthday cards and newsletters
- Providing administrative support to Advisor(s), including coordinating their schedule, maintaining their calendar, setting up and confirming appointments with members, managing phone calls, ordering supplies, and creating and managing contact information
- Supporting the success of the program by coordinating and tracking referrals, conducting training with CU employees on program processes, and providing program reporting
- Supporting CBSI Compliance initiatives by maintaining confidential member information in accordance with CBSI's policies and procedures for data security and privacy
The ideal candidate will have a high school diploma, strong organizational and communication skills, and experience with SalesForce and Microsoft Office tools. Key factors for a successful Coordinator include leading marketing activities with minimal direction, high creativity and staff engagement, seeking ongoing personal development, optimizing work processes, and being resourceful, effective, and technology-savvy.
We offer a competitive base salary range of $37,400.00 - $62,300.00, as well as an annual incentive plan and a range of benefits, including medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement.
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