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Investment Support Specialist – Wealth Management
Job in
Napa, Napa County, California, 94559, USA
Listed on 2026-08-30
Listing for:
Redwood Credit Union
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Redwood Credit Union is seeking an Investment Coordinator to support the Wealth Management team with administrative tasks and member service. You will assist Advisors, manage trade documentation, and maintain account records with a focus on accuracy and confidentiality.
The role emphasizes proactive service to Members, coordination with brokers, and adherence to regulatory guidelines under supervision. Experience in financial services and strong organizational skills are valued.
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