Financial Advisor Coordinator - (717 Credit Union - Warren Branch)

TruStage is on a mission to make a brighter financial future accessible to everyone. The Financial Advisor Coordinator is responsible for scheduling appointments, marketing the Wealth Management Solutions program, and providing administrative support to the advisory team. 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 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 proficient 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 TruStage® is a financially strong insurance and financial services provider, built on the philosophy of people helping people, meeting the needs of middle-market consumers and the businesses that serve them. It was founded in 1935, and is headquartered in Madison, Wisconsin, US, with a workforce of 1001-5000 employees. Its website is Company H1B Sponsorship TruStage has a track record of offering H1B sponsorships, with 2 in 2026, 22 in 2025, 15 in 2024, 13 in 2023, 25 in 2022, 15 in 2021, 15 in 2020. Please note that this does not guarantee sponsorship for this specific role.