Responsibilities
- Assist in promoting the program through marketing initiatives
- Prepare and organize seminar materials and attendee packets
- Manage logistical arrangements for seminars and events
- Keep lobby marketing supplies stocked and up to date
- Coordinate distribution of marketing and outreach mailings
- Carry out basic member-level marketing tasks
- Send birthday greetings to members
- Distribute regular newsletters to members
- Provide administrative assistance to financial services professionals
- Manage scheduling for financial services professionals
- Keep calendars updated for financial services professionals
- Arrange and confirm member appointments
- Handle incoming calls on behalf of financial services professionals
- Order office and program-related supplies
- Organize and maintain contact records
- Contribute to the overall success of the program
- Track and manage referral activities
- Deliver training to credit union staff on program procedures
- Generate and maintain program performance reports
- Support compliance efforts with regulatory and internal standards
- Safeguard confidential member data in accordance with security and privacy policies
Benefits
- Medical insurance coverage
- Dental care benefits
- Vision care plan
- Employee assistance program
- Life insurance protection
- Short-term and long-term disability plans
- Paid parental leave
- Accrued paid time off
- 401k retirement savings plan
- Tuition reimbursement for continuing education
- Eligibility for annual performance-based bonus
Compensation
Compensation may vary based on job level, geographic work location, position incentive plan and exemption status
Work Arrangement
Remote (Worldwide)
Team
Hybrid working normal rather than an exception
Other
- A resume is required to apply
- Applicant information may be processed using Artificial Intelligence (AI) tools
- Candidates may opt out of AI screening
- Flexibility in work location
- Accommodation requests available for applicants or interviewees
- Compensation may vary based on job level, geographic work location, position incentive plan and exemption status
- Hybrid working normal rather than an exception
