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oregoncommunitycreditunion
The Wealth Management Coordinator provides administrative and operational support to OCCU’s Wealth Management program, acting as a primary point of contact for members, advisors, and internal partners. The role handles appointment scheduling, member onboarding, documentation, and seminar logistics while maintaining confidentiality and regulatory compliance.
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 oregoncommunitycreditunion.
28% above the average for this role