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Hybrid Wealth Management Sales Coordinator
Job in
Goshen, Elkhart County, Indiana, 46528, USA
Listed on 2026-08-09
Listing for:
TruStage
Full Time
position Listed on 2026-08-09
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Tru Stage is recruiting for a role focused on scheduling appointments, promoting Wealth Management Solutions to Credit Union staff and members, and handling program administrative tasks. You will support marketing activities, coordinate seminars, and manage calendars and communications for advisors.
The position emphasizes confidentiality, data security, and compliance with TWMS processes, with a hybrid work environment and comprehensive benefits.
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