Wealth Management Coordinator

About the role

Our Wealth Management team supports members' financial futures and is seeking a Wealth Management Coordinator to deliver exceptional service and manage day-to-day operations.

Responsibilities

• Coordinate and manage front desk operations
• Support Financial Advisors
• Provide administrative and member service support

Requirements

• Excellent verbal and written communication skills
• Strong interpersonal skills and relationship building abilities
• Attention to detail and strong organizational skills
• Ability to prioritize tasks and solve problems independently

Qualifications

• One to three years of administrative or office experience preferred
• Experience in financial services or investment environment preferred
• Proficiency in Microsoft Office Suite
• High school diploma or GED required

Skills

• Customer service and communication skills
• Organizational and problem-solving abilities

Benefits

• Competitive wages and bonuses
• Paid holidays and time off
• Employee coverage for medical, dental, vision, life, and disability insurance
• 401(k) plan with a generous match
• Tax-saving Flexible Spending and Health Savings Plans
• Company clothing, wellness, and recognition programs

Pay

$21.41/hour DOE + bonus

Schedule

Full-time, onsite and non-exempt

Location

4800 SW Research Way, Corvallis

Work type

Full-time, onsite and non-exempt

Equal Opportunity Employer

Includes veterans and individuals with disabilities