Investment Coordinator
Redwood Credit Union
Santa Rosa, Sonoma County$49,920 - $64,480 est.Full-timePosted 13 days ago
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 refe…
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