Investment Coordinator
Santa Rosaonsitemid
Posted 1mo ago · via Lever
About this 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 referred to the Wealth Management department by branch, Member Service Center, or other referrals.
o Make and receive calls from Members to assist with questions, investment transactions and problem resolution.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Santa Rosa. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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