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Investment Coordinator: Financial Planning Team

Job in Appleton, Outagamie County, Wisconsin, 54914, USA
Listing for: Community First Credit Union
Full Time position
Listed on 2026-03-03
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
Position: Investment Coordinator: Grow with Our Financial Planning Team
A local credit union in Appleton is seeking an Investment Coordinator to enhance service quality for members. In this full-time, on-site role, you will manage service requests, ensure compliance with regulations, and support a team-oriented environment. Ideal candidates will have a Bachelor's degree, relevant experience, and strong organizational skills. The position involves close collaboration with branch teams and a focus on member satisfaction.

Join us to help our members with their financial planning needs.
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