Wealth Management Program Coordinator
Listed on 2026-10-16
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Administrative/Clerical
Office Administrator/ Coordinator, Business Administration -
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Tru Stage is seeking an Administrative Professional to schedule appointments for members and financial professionals, and to market the Wealth Management Solutions program to Credit Union employees and members. The role includes coordinating seminars, assembling packets, and supporting the Advisor team.
You will manage calendars, handle communications, prepare materials, and assist with program reporting while safeguarding confidential member information per policy.
We are looking to fill the Wealth Management Program Coordinator position at US001 CMFG Life Insurance Company in Goshen, IN, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 37.000 - 62.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Management Program Coordinator role in the description above.
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