Retirement Services Coordinator - Full Time

$20.67 - $23 per hour

1st Mid America Credit Union

Wood River, IL

Job Title: Retirement Services Coordinator

Status: Full Time

Location: Wood River, IL

Salary: $20.67 - $23.00

Benefit Information:

About Us:

1st MidAmerica is a trusted financial institution dedicated to providing exceptional service to our members. We pride ourselves on our commitment to the communities we serve and our focus on delivering an array of financial products for each step in their financial journey. We are currently seeking motivated and member-oriented individuals to join our team as a Retirement Services Coordinator.

Job Summary:

We are seeking a Retirement Services Coordinator to interact with and assist the Retirement Services Representative to ensure that 1st MidAmerica Investment Services is successful while exceeding the expectations of the membership.

Key Responsibilities:

- Works closely with members to assist with accurate completion of documentation.

- Updates member information and creates portfolio reports to ensure compliance with regulatory agencies.

- Organizes, manages, and maintains schedule for Retirement Services Representative.

- Maintains relationships with brokerage partners.

- Tracks marketing and communication programs, prepares performance analysis reports, and makes recommendations to continue successful outreach.

- Works with members to develop leads, solicit feedback, and track effectiveness of Retirement Services program.

Qualifications:

- High school diploma or equivalent.

- 2 year college degree or completion of a specialized certification or licensing.

- 2 to 4 years of similar or related experience.

- Administrative experience including investment services, retirement planning, and IRA programs preferred.

- Exceptional customer service experience required.

- Strong communication skills and attention to detail.

What We Offer:

- Competitive salary and benefits.

- Opportunities for career growth.

- Supportive team environment.

Schedule:

- Monday - Friday 8:00 AM - 5:00 PM

Disclaimer : Must be able to work and travel to different credit union locations as determined by management.

1st MidAmerica is an Equal Opportunity Employer.

Apply

Vacancy posted 2 days ago

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