Feb 03, 2026
Redwood Credit Union
Redwood Credit Union is seeking an Investment Administrator, who is an established and productive contributor to the Wealth Management department. Working under limited supervision, responsible for providing administrative and extensive Investment Advisor support to department, while delivering superior service to Members and internal team members in a courteous, professional, and efficient manner. Key Responsibilities Member Service: o Provide exceptional service to all internal and external Members and partners. o Call Members referred to the Wealth Management department by branch, Member Service Center, or other referrals. o Make and receive calls from Members to assist with questions, necessary paperwork to facilitate investment transactions and problem resolution. o Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed. o Responsible for relationship building, including working with existing Investment...
Professional Diversity Network
Napa, CA, USA
Full-Time
