Wealth Investment Support Specialist

Redwood-Credit-Union; Napa (CA); On-site; USD 33,000 - 43,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with match

Paid holidays

Paid time off

Job summary

Redwood Credit Union is seeking an Investment Coordinator to support the Wealth Management department by assisting Advisors and serving Members with investment requests and inquiries. The role operates under limited supervision and emphasizes accurate trade documentation, account maintenance, and timely, courteous service.

You will coordinate seminars, Member appreciation events, and communications, while upholding FINRA/SEC guidelines and safeguarding confidential information, contributing to a

Qualifications

• Ideal candidate has associate degree or equivalent experience.
• Minimum one year of related administrative or operational experience.
• Credit Union/bank experience preferred.

Responsibilities

• Provide administrative support to Wealth Management Advisors.
• Process investment requests and document trade paperwork.
• Coordinate member communications and seminars.

Skills

Excellent communication

Organizational skills

Multitasking

Team player

Confidential information handling

Education

Associate degree

Tools

Broker-dealer platform

Microsoft Office

Job description

Redwood Credit Union is seeking an Investment Coordinator to support the Wealth Management department by assisting Advisors and serving Members with investment requests and inquiries. The role operates under limited supervision and emphasizes accurate trade documentation, account maintenance, and timely, courteous service.

You will coordinate seminars, Member appreciation events, and communications, while upholding FINRA/SEC guidelines and safeguarding confidential information, contributing to a