Investment Coordinator

LPL 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 Abbot Laboratories Employees Credit Union as a Financial Advisor 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.