Description:
Are you looking for job where you get to learn more and support the Financial Advisors? Do you enjoy administrative tasks and play a key role in the support for a company's Wealth Management Solutions program?
Austin Telco Federal Credit Union is hiring a new Program Coordinator for our team. This entry level position is responsible for scheduling appointments for members, Associate Financial Advisors, Financial Service Representatives, and/or Lead Financial Advisors, 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.
If you know this is the right position for you, read the job description and apply below! We look forward to your application.
Compensation:
Salary range between $41,000 to $45,000 yearly.
Benefits include paid holidays, 401(k) and defined benefit (pension) plan, business casual dress code, medical, dental and vision insurance, long and short-term disability, paid vacation and sick leave, and more!
Schedule:
Full time employees must be available to work full time hours Monday through Friday in office. In office 4 days a week.
Monday-Friday: 8:00am-4:30pm.
Location:
11149 Research Blvd, Austin, Tx, 78759.
Job Responsibilities:
List of general activities, duties and/or tasks typically performed within the job included but not limited to:
- Support the marketing efforts of the program
-
Assemble seminar packets
-
Coordinate logistics of seminars
-
Maintain lobby marketing materials supply
-
Coordinate mailings
-
Execute basic marketing activities at the member level
-
Birthday cards
-
Newsletters
-
Administrative support to Advisor(s)
-
Coordinate the advisor(s) schedule
-
Maintain advisor(s) calendar
-
Set up and confirm appointments with members
-
Manage phone calls for advisor(s)
-
Order supplies
-
Create and manage contact information
-
Support success of program
-
Coordinate and track referrals
-
Conduct training with CU employees on program processes
-
Program reporting
-
Support CBSI Compliance initiatives
-
Maintain confidential member information by adhering to CBSI’s policies and procedures for data security and privacy
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Requirements:
- High school diploma or GED
-
At least one year of administrative and/or operational experience in the financial services industry
-
Ability to work well within a team environment, as well as independently
-
Strong organizational skills
-
Strong communication skills both verbally and in writing
-
Comfortable working both face-to-face and over the phone with people
-
Strong attention to detail
-
Proficient with Microsoft Office tools, particularly Excel
-
Salesforce experience is preferred but not required
Good credit standing is also required and will be verified during pre-employment stage. Once a contingent job offer is made, a criminal background check and drug screening will be completed.
Austin Telco Federal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.