Wealth Services Concierge & Administrative Assistant

Liberty Federal Credit Union; Evansville (IN); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Paid Holidays

Paid Time Off

Health Insurance

401(k) retirement program with match

Life Insurance

Disability Insurance

Tuition Reimbursement

Job summary

Liberty FCU is seeking a Wealth Services Assistant & Concierge in Evansville, IN for a full-time hybrid role. You will be the first point of contact for members and back up advisory and processing tasks to ensure a seamless, high-touch experience.

Responsibilities include calendar management, preparing client files, handling communications, and educating members on wealth offerings while maintaining CRM data and supporting seminars and events.

Qualifications

• Experience in financial services or client-facing roles preferred.
• Proficiency with CRM systems, Microsoft Office, and scheduling tools.
• Strong communication, confidentiality, and problem-solving skills.

Responsibilities

• Serve as the first point of contact for Wealth Services members with a professional, welcoming demeanor.
• Provide administrative support to Financial Advisors and the Wealth Services team.
• Assist with pre- and post-meeting tasks, notes, and follow-up actions.
• Coordinate advisor calendars, collect and prepare client documentation.
• Educate members on wealth offerings and route to appropriate service areas.
• Back up sales assistant/processing and support marketing/seminar activities.

Skills

Interpersonal communication

Highly organized

multitasking

Independent worker

CRM experience

Microsoft Office Suite

Scheduling tools

Tools

CRM systems

Microsoft Office Suite

Scheduling tools

Job description

Liberty FCU is seeking a Wealth Services Assistant & Concierge in Evansville, IN for a full-time hybrid role. You will be the first point of contact for members and back up advisory and processing tasks to ensure a seamless, high-touch experience.

Responsibilities include calendar management, preparing client files, handling communications, and educating members on wealth offerings while maintaining CRM data and supporting seminars and events.