Investment CoordinatorLPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Abbott Laboratories Employees Credit Union in Gurnee, IL would allow you to join Abbott Laboratories Employees Credit Union as an Investment Coordinator working for TruStage and associated with LPL Financial.
Summary:
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.
Essential Functions:- Supports the marketing efforts of the program
- Administrative support to Advisor(s)
- Assembles seminar packets
- Coordinates logistics of seminars
- Maintains lobby marketing materials supply
- Coordinates mailings
Executes basic marketing activities at the member level, including mailing birthday cards and creating newsletters.
Coordinates the advisor(s) schedule
Maintains advisor(s) calendar
Sets up and confirms appointments with members
Manages phone calls for advisor(s)
Orders supplies
Creates and manages contact information
Supports success of program
Supports TWMS Compliance initiatives
Coordinates and tracks referrals
Conducts trainings with CU employees on program processes
Program reporting
Maintains confidential member information by adhering to TWMS's policies and procedures for data security and privacy
Qualifications
Education required: High school diploma or equivalent.
Experience: 1 year of customer service
Experience Preferred: Experience with SalesForce and proficient with Microsoft Office tools. The base pay for this position is $55,000.
