Wealth Management Program Coordinator

CMFG Life Insurance Company

TruStage is seeking an organized and detail-oriented professional to support the Wealth Management Solutions program. You will schedule appointments for members and financial professionals, coordinate seminar logistics, and maintain marketing materials to drive engagement with credit union members and staff. The role involves administrative support to advisors, managing schedules and communications, tracking referrals, and assisting with program reporting. #J-18808-Ljbffr CMFG Life Insurance Company

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Vacancy posted 3 days ago

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