Wealth Management Operations Intern at Redwood… · Santa Rosa

Summary: Redwood Credit Union is seeking a Wealth Management Operations Intern to support their Wealth Management team through project-based work. The role involves building an internal resource page and streamlining electronic wealth data, providing hands-on exposure to the skills used by financial advisors. Responsibilities: - Foster positive relationships with other Redwood Credit Union team members - Maintain a high degree of accuracy and accountability in providing support to the Wealth Management Department - Ensure all required account documents are acquired, updated, and scanned to Members’ Investment account - Appropriately plan and organize daily work and projects, anticipating workload and foreseeing obstacles - Maintain confidentiality of correspondence, documents, discussions, meetings, and telephone calls - Follow up on outstanding requests to ensure timely processing of investment requests - Perform duties specific to reporting/marketing/operations as assigned Required Qualifications: - Junior or Senior in college - Minimum of a 3.0 GPA - Interest in finance or becoming a Financial Advisor - Strong organizational and computer skills - Strong quantitative and analytic skills - Detail-oriented - Strong verbal and written communication skills - Ability to take initiative and work independently - Ability to coordinate a variety of activities simultaneously and prioritize work to meet deadlines - Ability to provide a recent transcript during the interview process Preferred Qualifications: - Business Administration/Management - Finance - Economics - Proficiency in Excel and Microsoft Access Required Skills: Interest in finance, Excel Important Skills: Microsoft Access, Quantitative skills Nice-to-Have Skills: prioritize