Wealth Management Operations Intern

Redwood Credit Union is seeking a Wealth Management Operations Intern in their Junior or Senior year in college. This position supports the Wealth Management team through project-based work. Key projects include building an internal resource page to centralize sales-practice tools and materials and streamlining our electronic wealth data by implementing a clear, intuitive folder structure. This internship provides hands-on exposure to the skills, systems, and knowledge used by successful financial advisors.   Internship Details

• This position is for a full-time, seasonal internship – 40 hours per week.
• This internship will begin on, June 8, 2026, and end on August 14, 2026 (end date can be modified based on fall college schedule).
• Ability to provide a recent transcript will be required during the interview process.
• This position is not eligible for benefits other than what’s required by law.

Preferred Majors

• Business Administration/Management
• Finance
• Economics

Requirements

• Interest in finance or becoming a Financial Advisor.
• Strong organizational and computer skills.
• Proficiency in Excel and Microsoft Access preferred.
• 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.
• Must be a Junior or Senior in college with a minimum of a 3.0 GPA.

Compensation $23.00/hourly   Applications will be accepted through April 12th. This posting will be removed and no longer accepting applications after this date.

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.

Physical Requirements

• Ability to stand, bend, stoop, sit, walk, twist, and turn.
• Ability to lift up to 15 pounds.
• Ability to use a computer keyboard and calculator.
• Work environment is indoors; majority of the time is spent sitting at a desk.

ABOUT REDWOOD CREDIT UNION (RCU): At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.   As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.    Why Intern for Redwood Credit Union? •   27th largest credit union in the U.S. and the largest financial institution based in the North Bay •   Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial •   Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025" •   Recognized by Newsweek as one of "America's Best Credit Unions 2026" •   Top Corporate Philanthropists (#24) - San Francisco Business Times •   Voted Best Places to Work in the North Bay 20 years in a row •   World-class Employee Engagement scores •   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate •   Industry leading Net Promoter Scores across the U.S.