Wealth Management Coordinator

About the role

Our Wealth Management team supports members' financial futures and seeks 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
• Commitment to high-level member service
• Strong organizational and multitasking skills with attention to detail
• Ability to prioritize work, solve problems independently, and manage time effectively
• One to three years of administrative or office experience preferred
• Experience in financial services or investment environment preferred
• Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint
• High school diploma or GED required

Qualifications

• Collaborative and positive workplace culture
• Initial and ongoing support, training, and mentorship with promotion opportunities
• Competitive wages, bonuses, paid holidays, and paid time off
• 100% credit-union-paid medical, dental, vision, life, and disability insurance; dependent coverage also available
• 401(k) plan with a generous credit union match!
• Tax-saving Flexible Spending and Health Savings Plans
• Premier membership perks, loan discounts, company clothing, wellness, and recognition programs

Benefits

• Employee coverage for medical, dental, vision, life, and disability insurance
• Flexible Spending and Health Savings Plans
• 401(k) Plan with a generous credit union match
• Premier membership perks, loan discounts, 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

Equal Opportunity Employer

Includes veterans and individuals with disabilities