Wealth Management Coordinator (Lane County) in Eugene, Oregon at Oregon Community Credit Union

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.

Applicants need at least two years of demonstrated experience in administrative/clerical and customer service roles. Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) is required, as is strong verbal and written communication. Experience in a financial institution or investment services is preferred. Candidates should be effective team players, able to support multiple advisors, and demonstrate critical thinking, problem-solving, and creativity.

OCCU offers a comprehensive compensation and benefits package, including low-cost medical, dental, and vision insurance, a 401(k)-retirement plan with employer match, paid time off in addition to 13 paid holidays, tuition reimbursement for eligible education and training, and company-paid long-term disability.

OCCU is an Equal Opportunity Employer, and qualified candidates are encouraged to apply online by submitting their resume and cover letter detailing their qualifications and experience.