Financial Coordinator - Summit Credit Union (Waunakee office)
TruStage(1 month ago)
About this role
This position at TruStage involves scheduling appointments for members and Financial Service Representatives, marketing the Wealth Management Solutions program, and providing administrative support to advisors. The role encourages collaboration and innovation in creating financial services solutions for Credit Union employees and members.
Required Skills
- Scheduling
- Marketing
- Administrative Support
- Organizational Skills
Qualifications
- High School Diploma
- Salesforce Experience
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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