Financial Advisor Coordinator - Charter Oak Federal Credit Union (Waterford, CT) on-site
TruStage(25 days ago)
About this role
An entry-level administrative role supporting TruStage's Wealth Management Solutions program for credit unions and their members. The position provides program support to advisors and helps ensure smooth delivery of wealth management services through coordination of program activities and member interactions. The role is based at TruStage and contributes to marketing, scheduling, and compliance-related processes.
Required Skills
- Scheduling
- Marketing
- Administrative Support
- Salesforce
- Microsoft Office
- Communication
- Organization
- Customer Service
- Data Security
Qualifications
- High School Diploma
About TruStage
trustage.comTruStage offers a wide range of commercial and personal insurance products — making it easier for people to choose the right protection to fit their unique needs.
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