Investment Services Coordinator Job Arlington area,Texas USA,Administrative/Clerical

Investment Services Coordinator (Project Management) Role Responsibilities

The role of this this position is to ensure the success of the Teas Trust Investment Services program and that of the Financial Advisors. This position schedules appointments with members and Financials Advisor, markets the Texas Trust Investment Services program to credit union employees and members, performs administrative functions in support of the Investment Services program and Financial Advisors. This role guides and promotes progress toward established goals for the program and the team.

Administrative/Member

Servicing

Account Service Requests
Salesforce (CRM) Maintenance
Member Onboarding
Ordering Supplies
Expense Tracking
Appointment Setting
Appointment Confirmation and Preparation
Member Servicing
Process Mail
Manage Calendars

Sales Support

Referral Tracking
Referral Contests
Program Reporting
Proactive Phone Calls
o CD Lists
o High Deposits
o 59 Member

Marketing

Birthday/Holiday Cards
Member Review Letters
Newsletters/Articles Distribution
Member Thank Yous
Planning, Production and Follow-up of Events
Marketing Compliance
Campaigns

Coordination & Collaboration

Assist in creating strategy, framework, and tactics.
Serve as a liaison with Trust age partner and Texas Trust Marketing Team.
Coordinate ongoing training with Retail Operations, Talent & Development and Financial Advisors.
Collaborate with the existing team marketing associates.
Promote Investment Services program to both credit union employees and Texas Trust.
Promote a consistent approach to messaging and branding across materials.
Monitor the company's presence in the media and provide timely/relevant updates to marketing, advisors, and executive management.
Identify new opportunities by staying abreast of market trends, technology, and development.
Support other strategic initiatives and activities as warranted or assigned.
Coordinate lobby displays and ensure materials are well supplied and current.
Coordinate mailings of newsletters, surveys, seminars, annual review letters, and appointment information forms.
Assist with seminars, make room arrangements, assemble packets, and confirm seminar attendance.
Presents a helpful and positive attitude, focusing on solutions and promoting a collaborative environment at all times.
Practices and brings to life with the team our Yes And culture.
Comply with established regulations and law requirements.
Perform various other duties as assigned.

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