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Administrative Coordinator

Company: CUNA Mutual Group
Location: Harrisburg
Posted on: June 6, 2021

Job Description:

CUNA Mutual Group is looking for an administrative coordinator to join our financial advising program located within Merck Employees Federal Credit Union. We offer great benefits, regular hours, and a great atmosphere. Ideal candidates are reliable, personable, customer-focused, organized, and efficient.

Job Responsibilities:

ADMINISTRATIVE

  • Manage calendar for Advisors, including scheduling and confirming appointments
  • Process incoming mail
  • Prepare Advisors files for upcoming appointments
  • Establish weekly priorities with Financial Advisor
  • Greet appointments, build good will
  • Maintain accurate and compliant records, including tracking and documentation in the Contact Management System (Salesforce)
  • Process paperwork, maintain compliance log and files
  • Process monthly outgoing mailings
  • Scan/fax/copy documents
  • Run various reports for Advisors
  • Represent CUNA Mutual Group in a professional manner to the credit union and members
  • Maintain inventory and supplies

MARKETING SUPPORT

  • Acquire compliance approval for all marketing efforts
  • In collaboration with assigned Advisors, provide organization, coordination, support, and event planning for seminars, client appreciation events, webinars, lobby days, etc.

Job Requirements

  • Ability to build relationships, work well within a team environment and independently
  • Demonstrated ability to communicate with internal and external customers, and agencies, via telephone, in person, and in writing
  • Strong organizational skills, including the ability to prioritize work and meet deadlines
  • Excellent attention to detail and ability to be highly accurate
  • Strong computer/software skills, including previous experience with Microsoft Excel, PowerPoint, Word, and Outlook, web/teleconference software, and preferably Contact Management Systems (such as Salesforce)

#LI-EG

CUNA Mutual Groups insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

Keywords: CUNA Mutual Group, Harrisburg , Administrative Coordinator, Other , Harrisburg, Pennsylvania

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