
The Wealth Management Coordinator role is an on-site position at TruStage supporting the Wealth Management Solutions program within the Credit Union. Key responsibilities include scheduling appointments for financial advisors, coordinating marketing seminars and mailings, managing advisor calendars, and ensuring compliance with data security policies. The position requires strong organizational and communication skills to handle administrative tasks and member interactions effectively. This opportunity appeals to candidates seeking a collaborative environment recognized as a top workplace, offering a mission-driven culture focused on financial inclusivity. The role provides access to comprehensive benefits, career growth potential, and a flexible workplace approach that supports work-life balance.















