[Hiring] Financial Professional Coordinator REMOTE USA

Position: Financial Professional Coordinator

Date Posted: August 29, 2025

Industry: Financial Services / Insurance / Wealth Management

Employment Type: Full Time

Experience: 2 to 4 year

Qualification: High school diploma or equivalent (estimated: Diploma/Degree/Certificate)

Salary: $41,400 – $62,000 per year

Location: United States [REMOTE]

Company: TruStage

Description:
About TruStage:
At TruStage, our mission is to make a brighter financial future accessible to everyone. We value people first and foster a diverse, inclusive environment while building insurance, investment, and technology solutions that push boundaries. Join a team recognized with multiple workplace awards and help shape what’s next.

Job Purpose:
This role operates in a virtual setting and supports multiple financial services professionals by providing centralized operational, marketing, and administrative assistance. Your work will streamline productivity, strengthen member engagement, and ensure compliance with TruStage Wealth Management Solutions (TWMS) policies.

Key Responsibilities — Marketing Support:

• Assemble seminar packets and coordinate seminar logistics.
• Maintain lobby marketing material supplies and manage mailings.
• Execute member-level marketing touches (e.g., birthday cards, newsletters).

Key Responsibilities — Administrative Support:

• Coordinate and maintain calendars and schedules for assigned financial professionals.
• Book, confirm, and manage member appointments and incoming calls.
• Order supplies and create/manage accurate contact information records.

Key Responsibilities — Program Success & Reporting:

• Coordinate and track referrals to drive program growth.
• Provide process training to credit union (CU) employees as needed.
• Prepare routine program reports and dashboards for visibility and decision-making.

Compliance & Data Security:

• Protect confidential member information and follow TWMS data security and privacy procedures at all times.

Qualifications & Skills:

• High school diploma required.
• Ability to work effectively both within a team and independently.
• Strong organisational skills and attention to detail.
• Clear written and verbal communication skills; comfortable engaging face-to-face and by phone.
• Previous experience with Salesforce and proficiency in Microsoft Office tools.

Additional Information:

• TruStage may use an AI tool to generate a screening score based on how applicant information aligns with the role’s requirements. Recruiters use the score as one input only; it does not automatically determine progression. Candidates may choose to opt out.
• Compensation may vary by level, location, incentive plan, and exemption status.
• Benefits for eligible employees may include medical, dental, vision, EAP, life and disability coverage, parental leave, paid time off, 401(k), tuition reimbursement, and flexible/hybrid working options.
• Accommodations are available for applicants who need assistance during the application or interview process via the accessibility department.

If you’re passionate about improving operational efficiency for financial professionals and delivering excellent member experiences, we encourage you to apply.

Disclaimer: The job details above are structured for clarity and based on publicly available content from recruiters/Company pages. All rights remain with the original source; names may be withheld for confidentiality. We are not involved in the hiring process.