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© All Rights Reserved. ApplyBlast.com
Columbia Credit Union
The role provides comprehensive administrative and client service support to Investment Representatives and the VP of Investments & Insurance, handling order execution, client communications, and regulatory compliance. It involves coordinating meetings, maintaining records, generating reports, and assisting with marketing and audit preparation to ensure client satisfaction and adherence to FINRA and state insurance regulations.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Columbia Credit Union.
21% below the average for this role