TruStage is hiring a Financial Professional Coordinator - Remote (Eastern/Central Time Zone)

TruStage is seeking a Financial Professional Coordinator to provide centralized operational, marketing, and administrative support for assigned financial services professionals. This remote position enhances the efficiency and productivity of these professionals, helping advance our mission to make a brighter financial future accessible to everyone.

What You'll Do

• Support program marketing efforts and execute basic member-level activities like sending birthday cards and newsletters.
• Assemble seminar packets, coordinate seminar logistics, and manage lobby marketing materials and mailings.
• Provide administrative support, including scheduling, calendar management, appointment setting, and phone call management.
• Order supplies, create and manage contact information, and coordinate and track referrals.
• Conduct training for Credit Union employees on program processes and handle program reporting.
• Support TruStage Wealth Management Solutions (TWMS) compliance initiatives and maintain confidential member information per TWMS policies.

What We're Looking For

• High school diploma.
• Ability to work well within a team environment and independently.
• Strong organizational, communication, and attention-to-detail skills.
• Comfortable working both face-to-face and over the phone with people.
• Previous experience with Salesforce and proficiency with Microsoft Office tools.

Nice to Have

• Experience working with Credit Unions.
• Strong understanding of Salesforce.
• Any background in using ClientWorks.
• Possession of any licenses (SIE, Life/Health, Series 6, etc.).
• Marketing background.

Technical Stack

• Salesforce
• Microsoft Office

Team & Environment

You will support multiple assigned financial services professionals from a centralized, virtual location.

Benefits & Compensation

• Compensation range: $46,800.00 - $63,300.00 with potential for an annual incentive plan.
• Medical, dental, and vision insurance.
• Employee assistance program, life insurance, and disability plans.
• Parental leave, paid time off, and a 401k plan.
• Tuition reimbursement and a flexible workplace for work-life balance.

Work Mode

This is a remote position. Candidates must be located and able to work within the Eastern or Central time zones.

TruStage is a place where everyone can bring their best self and thrive. We strive to create a diverse and inclusive environment. If you need application or interview process accommodations, please contact the accessibility department.