Investment Coordinator

At Redwood Credit Union we are on a journey to re-imagine the way we do business, and we can’t do it without you - our next great hire.
Since 1950, Redwood Credit Union has been helping people reach their financial goals and dreams with a focus on helping others.
As a not-for-profit financial institution, our passion is for helping our Members meet their financial needs, whether it’s through better rates, low or no fees, or expanded services.
That people-first approach holds true for our employees, too.
Our work environment is built on service and trust.
It's all possible with a leadership team committed to hiring talented people and helping them develop their careers.
Redwood Credit Union is looking for an Investment Coordinator who will be a productive contributor to the Wealth Management department.
The Investment Coordinator provides administrative support to Advisors in the Wealth Management department, while also delivering superior service to Members and internal team members in a courteous, professional, and efficient manner.
This position will be based at our North McDowell Branch in Petaluma, California.
Essential Functions: Provide phone coverage for the Wealth Management and Insurance Services Departments.
Provide reception to visitors and direct them to the appropriate persons, locations, and/or departments.
Perform basic and advanced word processing for letters, memos, reports, etc.
Photocopy and distribute meeting materials, correspondence, and sort and distribute mail.
Monitor, order and distribute office supplies and manage meeting room schedule.
Maintain department filing cabinets, shelves, and meeting rooms.
Maintain proper inventory of sales literature and prospectuses and keep current as necessary and dictated by industry regulations.
Assemble and distribute packaged presentation, binders and other reports and presentations as directed.
Make out-bound calls to Members for various matters.
Coordinate internal department and RCU information to Department staff.
Submit required trade documentation to the broker dealer to meet regulation-mandated deadlines.
Gather research data on companies and products being considered by department.
Issue and scan client documents as directed in regard to depositor accounts.
Organize paperless storage system for department files to ensure proper storage of documents.
Compile and update reference binders and orientation packets.
Coordinate community events for the Wealth Management Department.
Perform duties specific to reporting/marketing/operations as assigned.
Education and Experience: An associate degree or an equivalent combination of education and experience in sales of investment products.
2- 3 years of related administrative or operational experience and/or training required.
Credit Union/bank experience preferred.
The idea candidate has a combination of education and experience equivalent to an associate degree, with a minimum of one year of related administrative or operational experience.
Credit Union/bank experience preferred.
Compensation: base starting range $22.
00 to $29.
00 per hour commensurate with experience.
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity.
We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
Redwood Credit Union offers a robust benefits package to our eligible employees including: · Competitive medical, dental, and vision insurance, mental health offerings · Employee performance incentive plan · Salary Advancement– Merit increase based on performance · 401(k) program with employer match · Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off! RCU Discounts and Perks- - RCU employees are eligible for a .
75% discount off RCU standard collateral auto loans - RCU employees are eligible for a 1% discount on all recreational or boat loan products - 2% discount off Visas and LOC Loans through RCU - 0% interest on garment, fitness, or home office equipment loan of up to $500 - 100% financing for employee purchased homes! Why work for Redwood Credit Union? · Local financial institution, providing unparalleled service since 1950 · Recognized by Newsweek as one of "America's Best Credit Unions 2024" · Top 5 Healthiest Credit Union in the USA, rated by Glatt Consulting · Voted Best Places to Work in the North Bay 18 years in a row · World-class employee engagement scores · Rated Superior in Service by more than 90% of Members, surveyed by SF Gate · Recognized by Forbes as one of “America’s Best Small Employers 2023" Internal Team Members If you are a current Team Member, please apply through the internal careers page located in RCUNET.
Service ~ Trust ~ People ~ Cooperation We are an Equal Opportunity Employer