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 https://www.trustage.com/.Company H1B Sponsorship
TruStage has a track record of offering H1B sponsorships, with 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.