Wealth Management Coordinator

At Oregon State Credit Union, we are passionate about creating financial solutions that make lives better. Our Wealth Management team plays a key role in supporting members' financial futures, and we are looking for a Wealth Management Coordinator to help deliver exceptional service and ensure smooth day-to-day operations.

As a Wealth Management Coordinator , you will coordinate and manage front desk operations, support Financial Advisors, and provide administrative and member service support. This role is ideal for someone who thrives in a fast-paced, service-focused environment and enjoys organizing, problem-solving, and supporting both members and internal teams.


What you will need to be successful:

• Customer Service & Communication: Excellent verbal and written communication skills.Strong interpersonal skills and ability to build relationships across teams.Commitment to delivering a high level of member service

• Organization & Problem Solving: Strong organizational and multitasking skills with attention to detail. Ability to prioritize work, solve problems independently, and manage time effectively.Comfortable working both independently and collaboratively

• Experience & Education: One to three years of administrative or office experience preferred.Experience in financial services or investment environment preferred. Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint. High school diploma or GED required.

Ways we'll appreciate you:

• A collaborative and positive workplace culture
• Initial and on-going support, training and mentorship with promotion opportunities
• Competitive wages, bonuses, paid holidays and paid time off
• 100% credit-union-paid employee coverage for medical, dental, vision, life and disability insurance; dependent coverage also available
• 401k Plan with an amazingly generous credit union match!
• Tax-saving Flexible Spending and Health Savings Plans
• Premier membership perks, loan discounts, company clothing, wellness and recognition programs

Since it began in 1954, Oregon State Credit Union has been a member-owned, not-for-profit financial services institution. We exist for the benefit of our member-owners, and not to profit from them. That's what makes us different from banks and how we're able to create financial solutions that make lives better.

Location: 4800 SW Research Way, Corvallis
Work type: Full-time, onsite and non-exempt
Compensation: $21.41/hour DOE + bonus

Oregon State Credit Union is an equal opportunity employer, including veterans and individuals with disabilities.

The information above provides the general nature of work performed in this position and outlines primary qualifications. The successful candidate must be able to demonstrate that they have the legal right to work in the US and pass a background screening to the satisfaction of Oregon State Credit Union.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Oregon State Credit Union and OSCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using, OSCU Wealth Management, and may also be employees of Oregon State Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Oregon State Credit Union or OSCU Wealth Management. Securities and insurance offered through LPL or its affiliates are: