Investment Coordinator
$55,000–$55,000 year
On-siteGurnee, Illinois, United States
Gurnee, Illinois, United StatesOn-siteFull Time$55,000–$55,000 yearMedium
Full TimeMedium
Job Summary
Schedule appointments for members, Associate Financial Professionals, and Lead Financial Professionals while coordinating advisor calendars and managing phone calls. Execute basic marketing activities at the member level, including mailing birthday cards, creating newsletters, and maintaining lobby materials. Assembles seminar packets, coordinates logistics, and tracks referrals to support program success. Conduct trainings with Credit Union employees on program processes and adhere to data security policies for confidential member information.
Required Qualifications
- High school diploma or equivalent
- 1 year of customer service
Desired Qualifications
- Experience with SalesForce
- proficient with Microsoft Office tools
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