Investment Coordinator

Investment CoordinatorLPL 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 Abbott Laboratories Employees Credit Union as an Investment Coordinator 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 programAdministrative support to Advisor(s)Assembles seminar packetsCoordinates logistics of seminarsMaintains lobby marketing materials supplyCoordinates mailingsExecutes basic marketing activities at the member level, including mailing birthday cards and creating newsletters.Coordinates the advisor(s) scheduleMaintains advisor(s) calendarSets up and confirms appointments with membersManages phone calls for advisor(s)Orders suppliesCreates and manages contact informationSupports success of programSupports TWMS Compliance initiativesCoordinates and tracks referralsConducts trainings with CU employees on program processesProgram reportingMaintains confidential member information by adhering to TWMS's policies and procedures for data security and privacyQualifications:Education required: High school diploma or equivalent.Experience: 1 year of customer serviceExperience Preferred: Experience with SalesForce and proficient with Microsoft Office tools.The base pay for this position is $55,000.