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Wealth Management Concierge

Job in Eugene, Lane County, Oregon, 97403, USA
Listing for: OCCU | Oregon Community Credit Union
Full Time position
Listed on 2026-07-19
Job specializations:
  • Customer Service/HelpDesk
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 34440 - 42705 USD Yearly USD 34440.00 42705.00 YEAR
Job Description & How to Apply Below

OCCU, a member-owned credit union based in Eugene, Oregon, seeks a Wealth Management Coordinator to support our Wealth Management team and deliver exceptional member experience onsite. This role coordinates appointments, onboarding, and service requests while handling confidential financial information with professionalism.

The ideal candidate has 2+ years of administrative or customer service experience, strong MS Office skills, and excellent communication.

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