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Investment Services Coordinator - Client-Focused Support

Job in Brooklyn Park, Hennepin County, Minnesota, USA
Listing for: Minnesota League of Credit Unions
Full Time position
Listed on 2026-07-30
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 42000 - 68000 USD Yearly USD 42000.00 68000.00 YEAR
Job Description & How to Apply Below

Top Line Financial Credit Union is seeking an Investment Assistant to support the investment team and help members reach their financial goals with outstanding service.

The role requires preparing correspondence, handling client calls, maintaining records, and coordinating investment-related seminars. Strong communication, independence, and discretion are essential to success in a diverse, member-focused environment.

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