Investment Services Support Specialist
Job in
Castro Valley, Alameda County, California, 94546, USA
Listed on 2026-08-22
Listing for:
Patelco Credit Union
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Patelco Credit Union is seeking a detail-oriented Investment & Insurance Services assistant to support member service and sales across multiple Northern California locations, including Castro Valley. You will coordinate with Financial Advisors, update client accounts, and assist with travel and scheduling.
The role requires an AA degree (or equivalent), at least two years of experience, and familiarity with financial terms.
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