Program Coordinator, Altra Financial Advisors - La Crosse Losey Office - La Crosse WI

Altra • La Crosse, WI

3d • Onsite

About The Position

Altra Federal Credit Union is seeking to hire a Program Coordinator, Altra Financial Advisors at our La Crosse Losey Blvd. office. In this position, you will provide Altra members and employees with exceptional member experiences who have interest in Altra’s Retirement Planning and Investment Services.

Requirements

• High School diploma, GED, or HSED is required.
• Minimum one year's experience in a financial service environment, as an administrative assistant, or in another related field is required.
• Displays a professional image that promotes all of Altra’s Brand Principles and provides quality member service and staff support.
• Must have good communication and writing skills, professional image to members and co-workers.
• Availability This position is 40-hours a week, Monday through Friday from 8:00 a.m. to 5:00 p.m.
• Ability to handle stressful situations as they occur.

Nice To Haves

• Some experience in event planning is preferred, but not required.

Responsibilities

• Promote the Altra Financial Advisors Program to employees and members.
• Manage Advisors’ calendars, schedule appointments, provide reminders, and handle incoming calls as needed.
• Support Advisors with member service needs, including answering questions, completing forms, and assisting with compliance-related tasks.
• Enter and maintain client and appointment data in the database; review files for accuracy, completeness, and compliance.
• Assist with gathering financial information and supporting new client onboarding.
• Help members with basic account maintenance requests.
• Utilize Microsoft Word, Excel, and PowerPoint for reporting, data management, marketing, and correspondence.
• Support the Manager, Altra Financial Advisors, with the Branch Advocate Program.

Benefits

• Competitive starting hourly pay, based on previous experience.
• When bilingual in Spanish or Hmong, receive a $1.00 per hour pay premium after completing and passing the language exam.
• Comprehensive benefits package that includes medical / dental / vision coverage, group life insurance, and supplemental life insurance options.
• Up to a 6% Employer-matched 401(k) + additional 3% employer contribution.
• Two-weeks paid sabbatical every five years worked, plus four-week paid sabbatical at twenty years!
• Paid time off, volunteer time off, paid holidays, and your birthday off (paid)!
• Employee-only perks and discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED