TruStage
Finance / FinServ
WealthManagementCoordinator
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Wealth Management Coordinator at TruStage. Skills: Scheduling, Marketing, Administrative support, Communication, Salesforce proficiency, Microsoft Office proficiency. Scheduling appointments for members and financial professionals. Marketing the Wealth Management Solutions program”
What You'll Achieve.
Support success of program
Industry & Context.
attention to detail
What They're Looking For.
Must Have
High school diploma or equivalent work experience, Ability to work well within a team environment, as well as independently, organizational skills, communication skills both verbally and in writing, Comfortable working both face-to-face and over the phone with people, attention to detail, Previous experience with Salesforce, proficient with Microsoft Office tools
What You'll Do.
Scheduling appointments for members and financial professionals
Marketing the Wealth Management Solutions program
Performing administrative functions
Supporting marketing efforts
Assembling seminar packets
Coordinating logistics of seminars
Maintaining lobby marketing materials supply
Coordinating mailings
Executing basic marketing activities
Managing advisor's schedule and calendar
Setting up and confirming appointments with members
Managing phone calls for advisors
Creating and managing contact information
Coordinating and tracking referrals
Conducting training with CU employees on program processes
Supporting TWMS Compliance initiatives
Maintaining confidential member information
How You'll Work.
Team & Collaboration
Ability to work well within a team environment
Communication Scope
communication skills both verbally and in writing
Full Job Description
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: [TruStage awards and recognition](https://www.trustage.com/about-us/awards-recognition) **Job Purpose:** This position is responsible for scheduling appointments for members, Associate Financial Professional, Financial Service Representatives, and/or Lead Financial Professional, marketing the Wealth Management Solutions program to Credit Union employees and members, as well as performing administrative functions in support of the Wealth Management Solutions program. **Job 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 The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. **Job Requirem
Applying for this Wealth Management Coordinator role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about TruStage?
Real rants from real employees. Read before you apply.