Investment Specialist analyzes and researches financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Collects and researches economic data, financial metrics, and market conditions to develop and build financial models, forecasts, and investment strategies. Being an Investment Specialist monitors and analyzes portfolio performance, asset allocation, and risk exposure to ensure alignment with the organization's investment objectives, strategies, and risk tolerance levels. Prepares investment reports and analyses on investment opportunities or strategies to identify trends and recommend actions for the organization. Additionally, Investment Specialist utilizes mathematical formulas and statistical analyses to identify potential or alternative investments and calculate and evaluate financial health, returns, and fair value of securities, assets, or other investments. Requires a bachelor's degree. Typically reports to a manager. The Investment Specialist work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be an Investment Specialist typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Redwood Credit Union is a not-for-profit financial institution that believes in people over profits. Our mission is to passionately serve the best interests of our Members, team members, and communities. Sticking to that vision has made us one of the most loved financial partners in the many communities we serve. In fact, RCU is the 8th largest credit union in California—and growing. Due to this growth, we recently completed construction on our new, 8-acre campus in Napa and are ready to welcome more than 500 valued team members!
Since 1950, Redwood Credit Union has been helping people reach their financial goals and dreams with a focus on helping others. That people-first approach holds true for our employees, too. Our work environment is built on service and trust. It's all possible with a leadership team committed to hiring talented people and helping them develop their careers.
If this sounds like a place you’d like to be, we’re eager to meet you!
Redwood Credit Union is looking for an Investment Coordinator who will be a productive contributor to the Wealth Management department. The Investment Coordinator provides administrative support to Advisors in the Wealth Management department, while also delivering superior service to Members and internal team members in a courteous, professional, and efficient manner.
This position will be based at our Napa Campus, in Napa, CA.
\nThe idea candidate has a combination of education and experience equivalent to an associate degree, with a minimum of one year of related administrative or operational experience. Credit Union/bank experience preferred.
Compensation: base starting range $23.00 to $30.00 per hour commensurate with experience.
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
Redwood Credit Union offers a robust benefits package to our eligible employees including:
· Competitive medical, dental, and vision insurance, mental health offerings
· Employee performance incentive plan
· Salary Advancement– Merit increase based on performance
· 401(k) program with employer match
· Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
RCU Discounts and Perks-
- RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
- RCU employees are eligible for a 1% discount on all recreational or boat loan products
- 2% discount off Visas and LOC Loans through RCU
- 0% interest on garment, fitness, or home office equipment loan of up to $500
- 100% financing for employee purchased homes!
Why work for Redwood Credit Union?
· Local financial institution, providing unparalleled service since 1950
· Recognized by Newsweek as one of "America's Best Credit Unions 2024"
· Top 5 Healthiest Credit Union in the USA, rated by Glatt Consulting
· Voted Best Places to Work in the North Bay 18 years in a row
· World-class employee engagement scores
· Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
· Recognized by Forbes as one of “America’s Best Small Employers 2023"
Internal Team Members
If you are a current Team Member, please apply through the internal careers page located in RCUNET.
We are an Equal Opportunity Employer
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