Advisor Coordinator – Penfed Credit Union
| Company | TruStage |
|---|---|
| Location | San Antonio, TX, USA |
| Salary | $37300 – $62300 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- High school diploma
- 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 proficient with Microsoft Office tools
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
- Administrative support to Advisor(s)
- Support success of program
- Support CBSI Compliance initiatives
Preferred Qualifications
- Leads marketing activities with minimal direction
- High creativity and staff engagement
- Seeks ongoing personal development
- Optimizes work processes, continually finds efficiencies
- Resourceful
- Effective communicator
- Good with technology and systems