Wealth Management Member Services Coordinator
5 days ago
A credit union in California is seeking an Investment Coordinator to provide administrative support to Advisors and deliver exceptional service to Members. The role requires strong communication and organizational skills with a focus on confidentiality and task prioritization. Previous banking experience is preferred and offers competitive compensation based on experience, along with comprehensive benefits.
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Napa, CA, United States Redwood Credit Union Full timeA credit union in California is seeking an Investment Coordinator to provide administrative support to Advisors and deliver exceptional service to Members. The role requires strong communication and organizational skills with a focus on confidentiality and task prioritization. Previous banking experience is preferred and offers competitive compensation based...
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Napa, CA, United States Redwood Credit Union Full timeA credit union in California is seeking an Investment Coordinator to provide administrative support to Advisors and deliver exceptional service to Members. The role requires strong communication and organizational skills with a focus on confidentiality and task prioritization. Previous banking experience is preferred and offers competitive compensation based...
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Napa, CA, United States Redwood Credit Union Full timeA credit union in California is seeking an Investment Coordinator to provide administrative support to Advisors and deliver exceptional service to Members. The role requires strong communication and organizational skills with a focus on confidentiality and task prioritization. Previous banking experience is preferred and offers competitive compensation based...
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Napa, CA, United States Redwood Credit Union Full timeA credit union in California is seeking an Investment Coordinator to provide administrative support to Advisors and deliver exceptional service to Members. The role requires strong communication and organizational skills with a focus on confidentiality and task prioritization. Previous banking experience is preferred and offers competitive compensation based...
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Napa, CA, United States Redwood Credit Union Full timeA credit union in California is seeking an Investment Coordinator to provide administrative support to Advisors and deliver exceptional service to Members. The role requires strong communication and organizational skills with a focus on confidentiality and task prioritization. Previous banking experience is preferred and offers competitive compensation based...
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Napa, CA, United States Redwood Credit Union Full timeA credit union in California is seeking an Investment Coordinator to provide administrative support to Advisors and deliver exceptional service to Members. The role requires strong communication and organizational skills with a focus on confidentiality and task prioritization. Previous banking experience is preferred and offers competitive compensation based...
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Wealth Management Member Services Coordinator
2 weeks ago
Napa, CA, United States Redwood Credit Union Full timeA credit union in California is seeking an Investment Coordinator to provide administrative support to Advisors and deliver exceptional service to Members. The role requires strong communication and organizational skills with a focus on confidentiality and task prioritization. Previous banking experience is preferred and offers competitive compensation based...
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Napa, CA, United States Redwood Credit Union Full timeA credit union in California is seeking an Investment Coordinator to provide administrative support to Advisors and deliver exceptional service to Members. The role requires strong communication and organizational skills with a focus on confidentiality and task prioritization. Previous banking experience is preferred and offers competitive compensation based...
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Napa, CA, United States Redwood Credit Union Full timeA credit union in California is seeking an Investment Coordinator to provide administrative support to Advisors and deliver exceptional service to Members. The role requires strong communication and organizational skills with a focus on confidentiality and task prioritization. Previous banking experience is preferred and offers competitive compensation based...
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Wealth Management Member Services Coordinator
2 weeks ago
Napa, CA, United States Redwood Credit Union Full timeA credit union in California is seeking an Investment Coordinator to provide administrative support to Advisors and deliver exceptional service to Members. The role requires strong communication and organizational skills with a focus on confidentiality and task prioritization. Previous banking experience is preferred and offers competitive compensation based...