Wealth Management Member Services Coordinator

1 week ago


Napa, CA, United States Redwood Credit Union Full time

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 time

    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...


  • Napa, CA, United States Redwood Credit Union Full time

    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...


  • Napa, CA, United States Redwood Credit Union Full time

    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...


  • Napa, CA, United States Redwood Credit Union Full time

    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...


  • Napa, CA, United States Redwood Credit Union Full time

    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...


  • Napa, CA, United States Redwood Credit Union Full time

    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...


  • Napa, CA, United States Redwood Credit Union Full time

    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...


  • Napa, CA, United States Redwood Credit Union Full time

    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...


  • Napa, CA, United States Redwood Credit Union Full time

    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...


  • Napa, CA, United States Redwood Credit Union Full time

    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...