Provide administrative support to Advisors in the Wealth Management department, while delivering superior service to Members and internal team members in a courteous, professional, and efficient manner
Job Summary
Provide administrative support to Advisors in the Wealth Management department, while delivering superior service to Members and internal team members in a courteous, professional, and efficient manner.
Maintain a high degree of accuracy and accountability in support of all Financial Advisors, investment Member clients, and Member prospects.
Redwood Credit Union's mission is to passionately serve the best interests of our Members and communities, inspiring hope and elevating financial well-being.
Matching Summary
Provide administrative support to Advisors in the Wealth Management department, while delivering superior service to Members and internal team members in a courteous, professional, and efficient manner.