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 Summit Credit Union is a credit union that provides banking services to members. It was founded in 1935, and is headquartered in Madison, Wisconsin, USA, with a workforce of 501-1000 employees. Its website is