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