Financial Services Coordinator
hace 4 semanas
At TruStage, we're committed to making a brighter financial future accessible to everyone. We put people first, fostering a diverse and inclusive environment where employees and customers thrive. As a Financial Services Coordinator, you'll play a vital role in shaping our insurance, investment, and technology solutions.
Job Purpose:This position is responsible for scheduling appointments, marketing the CBSI Financial Services program, and performing administrative tasks 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 (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 CBSI Compliance initiatives
- Maintain confidential member information by adhering to CBSI's policies and procedures for data security and privacy
- 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
At TruStage, we believe in investing in our employees' growth and well-being. Our comprehensive benefits package includes medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement. We also prioritize flexibility, offering a hybrid work environment that allows you to balance work and life effectively.
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