Wealth Management Coordinator (Lane County)
About The Position
OCCU, a member-owned credit union based in Eugene, Oregon, is guided by its vision to Enrich Lives. This vision shapes every action, aligning the team with a greater sense of purpose. With each interaction, OCCU strives to positively impact individuals and communities. The values of tenacity, humility, and big-heartedness are central to OCCU's commitment to prioritizing members. OCCU is seeking a Wealth Management Coordinator to join the Wealth Management team. This onsite position is based in Lane County and offers a starting pay range of $25.00�$31.00 per hour. Spanish-speaking candidates who pass a proficiency test earn an extra $2 per hour. The Wealth Management Coordinator handles administrative tasks for OCCU's Wealth Management Program, demonstrating strong communication and interpersonal skills. Key duties include managing assignments efficiently, adapting to shifting priorities and resources, and proactively completing additional tasks as needed. Actual responsibilities may change based on departmental or OCCU business requirements.
Requirements
- At least two years of demonstrated experience in administrative/clerical and customer service roles.
- Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook).
- Strong verbal and written communication skills.
- Effective team player.
- Ability to support multiple advisors.
- Demonstrates critical thinking, problem-solving, and creativity.
Nice To Haves
- Experience in a financial institution or investment services.
Responsibilities
- Handles administrative tasks for OCCU's Wealth Management Program.
- Manages assignments efficiently.
- Adapts to shifting priorities and resources.
- Proactively completes additional tasks as needed.
Benefits
- Low-cost medical, dental, and vision insurance
- 401(k)-retirement plan with employer match
- Paid time off
- 13 paid holidays
- Tuition reimbursement for eligible education and training
- Company-paid long-term disability
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
101-250 employees
