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Investment Coordinator

Redwood Credit Union
Santa RosaOn-site1mo ago
Employment
Full-time

About the role

Redwood Credit Union is looking for an Investment Coordinator will be a productive contributor to the Wealth Management department.  Under limited supervision, provide administrative support to Advisors in the Wealth Management department, while delivering superior service to Members and internal team members in a courteous, professional, and efficient manner.     Key Responsibilities Member Service: o Provide exceptional service to all internal and external Members and partners. o Call Members

Read the full description on the original posting.

Perks & benefits

  • 401k
  • Vision Insurance
  • Paid Time Off
  • Pension Matching
  • Equity Compensation

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