Financial Coordinator - Summit Credit Union (Waunakee office)
TruStage
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.
Skills
Qualifications
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.
Recent company news
The Economic TimesWipro bags multi-year deal from US-based retirement service firm TruStage to transform ops
1 day ago
The Manila TimesTruStage® Compliance Solutions to Power Dynamic, Compliant Documentation within CoreAdvance from Fiserv
9 hours ago
CRN AsiaWipro signs multi-year deal to modernise TruStage’s retirement services business
1 day ago
The BlockFintech and insurance giant TruStage pilots stablecoin geared for credit unions
2 weeks ago
BusinessLineWipro signs deal with TruStage to transform its retirement services business
1 day ago
About TruStage
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for TruStage.
Salary
$37k – $62k
per year
More jobs at TruStage
Similar Jobs
Financial Advisor - Summit Credit Union
LPL Financial
Financial Advisor - Interra Credit Union
LPL Financial
Financial Advisor - Pentagon Federal Credit Union
LPL Financial
Wealth Advisor - Delta Community Credit Union
LPL Financial
Financial Advisor - Franklin Mint Federal Credit Union
LPL Financial
Financial Advisor - 717 Credit Union
LPL Financial