{"id":3769291,"url":"https://alion.io/job/max-credit-union-wealth-coordinator-i","title":"Wealth Coordinator I","company":{"id":1941252,"name":"MAX Credit Union","domain":"mymax.com","url":"https://alion.io/company/mymax-com","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"UltiPro","truth_index":null},"role":"Administrative","role_family":"Administrative","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Montgomery, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":48108,"max":72162,"currency":"USD","period":"year","gross":null,"usd_annual":72162},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"closed","first_seen_at":"2026-11-04T17:31:33Z","employer_posted_date":"2026-11-04","last_verified_at":"2026-11-06T16:25:05Z","board_verified":false,"closed_at":"2026-11-06T16:25:05Z","days_open":1,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":1},"description":"Essential Functions & Responsibilities:\nServes as a first point of contact for clients, delivering exceptional service across all communication channels.\nAssists Wealth Advisors in preparing for and following up on client meetings.\nMaintains and updates CRM systems with meeting notes, client data, and next steps.\nExecutes proactive client touchpoints for birthdays, anniversaries, and financial milestones.\nManages administrative functions including document preparation, appointment scheduling, and department communication.\nPrepares and maintains compliance records, ensuring accurate documentation and adherence to internal/external standards (e.g., BSA, Red Flag).\nTracks annuity, insurance, and investment case progress from submission through approval.\nAssists in audit preparation and maintains departmental checklists for compliance.\nSupports client onboarding, including data input into planning tools and internal systems.\nCoordinates advisor calendars, manages scheduling conflicts, and monitors daily workflows.\nCompiles and distributes internal reports, campaign metrics, dashboards, and client summaries.\nIdentifies and logs cross-sell/referral opportunities for high-net-worth members and commercial clients.\nParticipates in team meetings, processes reviews, and cross-functional initiatives.\nProvides onboarding support for new team members and administrative staff.\nOffers process improvement suggestions based on daily operations and client feedback.\nMaintains a member first mindset.\nUpholds core values and builds team member and customer relationships.\nCompletes all training as required.\nPerforms other duties as assigned.","description_format":"text","description_chars":1646,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Credit Unions & Cooperative Banks","Mortgage Lending & Brokers"],"lifecycle":[{"event":"open","at":"2026-11-04T21:08:12Z"},{"event":"close","at":"2026-11-06T16:25:05Z"}],"visa":[],"liveness":null,"pay":{"stated_usd_annual":72162,"is_top_pay":true},"html_url":"https://alion.io/job/max-credit-union-wealth-coordinator-i","json_url":"https://alion.io/job/max-credit-union-wealth-coordinator-i.json","meta":{"generated_at":"2026-11-11T04:18:39Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":4591,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-12T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1941252},"rest":"https://alion.io/mcp/rest/get_company?id=1941252"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmax-credit-union-wealth-coordinator-i"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmax-credit-union-wealth-coordinator-i"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmax-credit-union-wealth-coordinator-i"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/max-credit-union-wealth-coordinator-i\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmax-credit-union-wealth-coordinator-i"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3769291}},{"tool":"search_jobs","arguments":{"company":"mymax.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3769291},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}