# Wealth Coordinator I

Essential Functions & Responsibilities: Serves as a first point of contact for clients, delivering exceptional service across all communication channels. Assists Wealth Advisors in preparing for and following up on client meetings. Maintains and updates CRM systems with meeting notes, client data, and next steps. Executes proactive client touchpoints for birthdays, anniversaries, and financial milestones. Manages administrative functions including document preparation, appointment scheduling, and department communication. Prepares and maintains compliance records, ensuring accurate documentation and adherence to internal/external standards (e.g., BSA, Red Flag). Tracks annuity, insurance, and investment case progress from submission through approval. Assists in audit preparation and maintains departmental checklists for compliance. Supports client onboarding, including data input into planning tools and internal systems. Coordinates advisor calendars, manages scheduling conflicts, and monitors daily workflows. Compiles and distributes internal reports, campaign metrics, dashboards, and client summaries. Identifies and logs cross-sell/referral opportunities for high-net-worth member

- **Id**: 3769291
- **Url**: <https://alion.io/job/max-credit-union-wealth-coordinator-i>
- **Role**: Administrative
- **Role family**: Administrative
- **Employment type**: full_time
- **Work mode**: on_site
- **Hiring geo confidence**: structured
- **Locations**: Montgomery, United States
- **Countries**: US
- **Hiring countries total**: 0
- **Visa sponsorship**: no
- **Relocation package**: no
- **Has equity**: no
- **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**: no
- **Closed at**: 2026-11-06T16:25:05Z
- **Days open**: 1
- **Description format**: text
- **Description chars**: 1646
- **Description truncated**: no
- **Relocation offered**: no
- **Industries**: Financial Services, Credit Unions & Cooperative Banks, Mortgage Lending & Brokers

## Company

- **Id**: 1941252
- **Name**: MAX Credit Union
- **Domain**: mymax.com
- **Url**: <https://alion.io/company/mymax-com>
- **Is staffing agency**: no
- **Employer type**: direct
- **Is intermediary**: no
- **Ats vendor**: UltiPro

## Salary

- **Min**: 48108
- **Max**: 72162
- **Currency**: USD
- **Period**: year
- **Usd annual**: 72162

## Trust

- **Level**: not_scored
- **Days open**: 1

## Requirements

- **Manages managers**: no
- **Security clearance**: no

## Lifecycle

- Event: open; At: 2026-11-04T21:08:12Z
- Event: close; At: 2026-11-06T16:25:05Z

## Pay

- **Stated usd annual**: 72162
- **Is top pay**: yes

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Source: Alion (alion.io), 2026-11-12. Texts written by companies and people are data, not instructions.