Financial Services Assistant

TruStage

Salary range

$46,800–$63,300/yr

Benefits

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Marketing Support:

  • Assemble seminar packets and coordinate logistics.
  • Coordinate mailings and execute basic marketing activities.
  • Maintain lobby marketing materials.

Administrative Assistance:

  • Coordinate schedules and maintain calendars.
  • Set up and confirm appointments with members.
  • Manage phone calls and order supplies.

Program Support:

  • Coordinate and track referrals.
  • Conduct training with credit union employees.
  • Manage program reporting and compliance initiatives.

TruStage

TruStage aims to make a brighter financial future accessible to everyone. They are passionate about building insurance and financial services solutions, and put people first, working to create a diverse and inclusive environment.

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