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Wealth Services Assistant & Concierge

11609411 C701 42ea 9d7e 101b41241efa 507800823 4926 · BURKHARDT OFFICE, Evansville, IN, US, Evansville, IN · Hybrid · Active · ADP Workforce Now Recruiting

Job facts

FieldValue
Company11609411 C701 42ea 9d7e 101b41241efa 507800823 4926
TitleWealth Services Assistant & Concierge
Normalized title-
Department / team-
LocationBURKHARDT, IN, United States
Work modelHybrid / Hybrid
Employment typeFull Time
Salary-
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-06-05 / 2026-06-06
Changed / last seen2026-06-06 / 2026-06-06

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Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in BURKHARDT.Open
Work model jobsActive Hybrid postings.Open
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Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

Company11609411 C701 42ea 9d7e 101b41241efa 507800823 4926
Source2470c771-dfbd-4fad-85c9-eb2526a733cc
ATS providerADP Workforce Now Recruiting

Description

Liberty FCU, a full-service credit union, is seeking a full-time Wealth Services Assistant & Concierge to support its service-centered financial services program. This hybrid role serves as both a backup front-line concierge and a backup sales assistant/processor, helping ensure a seamless and high-quality experience for credit union members engaging with Liberty Wealth Services. This position is located at 1900 Hirschland Road, Evansville, IN 47716 and will require exceptional organizational, communication, and multitasking skills, as well as the ability to operate independently in a fast-paced environment. The ideal candidate will deliver a high-touch member experience, while also supporting advisors with administrative, operational, and client service responsibilities. If interested, please proceed by clicking apply. Duties and responsibilities include but are not limited to: Serve as the first point of contact for members engaging with Wealth Services, delivering a professional and welcoming experience. Greet members, answer incoming calls, and respond to emails in a timely, knowledgeable, and service-oriented manner. Schedule appointments and manage advisor calendars to ensure efficient coordination. Take thorough and accurate messages and ensure prompt follow-up. Educate members on Wealth Services offerings, including financial planning, investment management, and retirement solutions. Direct member needs to the appropriate service area when necessary. Administrative and Operational Support: Provide administrative support to Financial Advisors and the Wealth Services team. Prepare client files, onboarding materials, and account documentation prior to appointments. Assist with completion and processing of paperwork following client meetings. Process mail, type memos, order supplies and maintain documentation workflows. Maintain CRM data, member marketing lists, and tracking systems. Assist with report creation and data management. Advisor Support and Processing Backup: Assist advisors with pre-meeting preparation, meeting notes, and follow-up tasks. Support servicing needs of clients both before and after appointments. Act as backup support for sales assistants and processors during peak times or staff absences. Help ensure timely and accurate completion of client service requests and account maintenance. Marketing, Events and Seminar Support: Assist in planning and administering client/member seminars and events. Coordinate logistics including invitations, room setup, materials, and attendee tracking. Partner with credit union marketing and vendor partners to support campaign execution. Maintain organized tracking of seminar metrics and engagement results. Qualifications: Strong interpersonal and communication skills with the ability to build rapport quickly. Highly organized and detail-oriented with strong multitasking abilities. Ability to work independently in a fast-paced, team-oriented environment. Professionalism, confidentiality, and strong problem-solving skills required. Experience in financial services, banking, or a client-facing service role preferred. Proficiency with CRM systems, Microsoft Office Suite, and scheduling tools preferred. Benefits and Compensation: Paid Holidays Paid Time Off (Vacation, Sick and Personal Days) Medical, Dental and Vision Insurance 401(k) retirement program with matching funds Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance Tuition Reimbursement Program Liberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran.

Full job record

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Source ID2470c771-dfbd-4fad-85c9-eb2526a733cc
Board ID2470c771-dfbd-4fad-85c9-eb2526a733cc
Provideradp_workforcenow
Provider Job Key630197
TitleWealth Services Assistant & Concierge
Normalized Title—
Statusactive
Activeyes
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Department—
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Employment Typefull_time
Workplace Typehybrid
Remote Policyhybrid
CountryUnited States
RegionIN
CityBURKHARDT
Salary Raw—
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Source URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=11609411-c701-42ea-9d7e-101b41241efa&ccId=507800823_4926&lang=en_US&type=JS&jobId=630197&jwId=9201192280772_1
Apply URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=11609411-c701-42ea-9d7e-101b41241efa&ccId=507800823_4926&lang=en_US&type=JS&jobId=630197&jwId=9201192280772_1
First Seen At2026-06-06 13:14:55Z
Last Seen At2026-06-06 13:14:55Z
Last Checked At2026-06-06 13:14:55Z
Last Changed At2026-06-06 13:14:55Z
Inactive At—
Source Posted At2026-06-05 13:54:00Z
Source Updated At—
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font-size: 12px; color: rgb(0, 0, 0);\">Duties and responsibilities include but are not limited to:</span></p><ul><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Serve as the first point of contact for members engaging with Wealth Services, delivering a professional and welcoming experience.</span></li><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Greet members, answer incoming calls, and respond to emails in a timely, knowledgeable, and service-oriented manner.</span></li><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Schedule appointments and manage advisor calendars to ensure efficient coordination.</span></li><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Take thorough and accurate messages and ensure prompt follow-up.</span></li><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Educate members on Wealth Services offerings, including financial planning, investment management, and retirement solutions.</span></li><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Direct member needs to the appropriate service area when necessary.</span></li></ul><p><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Administrative and Operational Support:</span></p><ul><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Provide administrative support to Financial Advisors and the Wealth Services team.</span></li><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Prepare client files, onboarding materials, and account documentation prior to appointments.</span></li><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Assist with completion and processing of paperwork following client meetings.</span></li><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Process mail, type memos, order supplies and maintain documentation workflows.</span></li><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Maintain CRM data, member marketing lists, and tracking systems.</span></li><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Assist with report creation and data management.</span></li></ul><p><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Advisor Support and Processing Backup:</span></p><ul><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Assist advisors with pre-meeting preparation, meeting notes, and follow-up tasks.</span></li><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Support servicing needs of clients both before and after appointments.</span></li><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Act as backup support for sales assistants and processors during peak times or staff absences.</span></li><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Help ensure timely and accurate completion of client service requests and account maintenance.</span></li></ul><p><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Marketing, Events and Seminar Support:</span></p><ul><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Assist in planning and administering client/member seminars and events.</span></li><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Coordinate logistics including invitations, room setup, materials, and attendee tracking.</span></li><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Partner with credit union marketing and vendor partners to support campaign execution.</span></li><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Maintain organized tracking of seminar metrics and engagement results.</span></li></ul><p><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Qualifications:</span></p><ul><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Strong interpersonal and communication skills with the ability to build rapport quickly.</span></li><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Highly organized and detail-oriented with strong multitasking abilities.</span></li><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Ability to work independently in a fast-paced, team-oriented environment.</span></li><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Professionalism, confidentiality, and strong problem-solving skills required.</span></li><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Experience in financial services, banking, or a client-facing service role preferred.</span></li><li><span style=\"font-family: arial, sans-serif; font-size: 12px; color: rgb(0, 0, 0);\">Proficiency with CRM systems, Microsoft Office Suite, and scheduling tools preferred.</span></li></ul><p><span style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(0, 0, 0); background-color: rgb(255, 255, 255); font-size: 12px; font-family: arial, sans-serif;\" data-pasted=\"true\">Benefits and Compensation:</span><span style='box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(0, 0, 0); font-family: ProximaNova, \"sans-serif\"; background-color: rgb(255, 255, 255); float: none; display: inline !important;'>&nbsp;</span></p><ul type=\"disc\" style='box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; margin-top: 0px; margin-bottom: 10px; line-height: 1.42857; color: rgb(0, 0, 0); font-family: ProximaNova, \"sans-serif\"; background-color: rgb(255, 255, 255);'><li style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; font-size: 12px; font-family: arial, sans-serif; color: rgb(0, 0, 0);\">Paid Holidays</li><li style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; font-size: 12px; font-family: arial, sans-serif; color: rgb(0, 0, 0);\">Paid Time Off (Vacation, Sick and Personal Days)</li><li style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; font-size: 12px; font-family: arial, sans-serif; color: rgb(0, 0, 0);\">Medical, Dental and Vision Insurance</li><li style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; font-size: 12px; font-family: arial, sans-serif; color: rgb(0, 0, 0);\">401(k) retirement program with matching funds</li><li style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; font-size: 12px; font-family: arial, sans-serif; color: rgb(0, 0, 0);\">Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance</li><li style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; font-size: 12px; font-family: arial, sans-serif; color: rgb(0, 0, 0);\">Tuition Reimbursement Program</li></ul><p style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; line-height: 1.25; margin: 0in 0in 11.25pt; color: rgb(38, 35, 33); font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-size: 15px; font-family: Calibri, sans-serif; background: white;\"><span style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; font-size: 12px; font-family: Arial, sans-serif; color: black;\"><em style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000;\"><span style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; background: white;\">Liberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran.</span></em>&nbsp;</span></p></div></div>\n",
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    "requisitionTitle": "Wealth Services Assistant & Concierge",
    "clientRequisitionID": "3915",
    "organizationalUnits": [],
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    "additionalProperties": {},
    "requisitionLocations": [
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  "detail_meta": {
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}
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GET https://api.bluedoor.sh/job-postings/v1/orgs/c877dd09-fe13-4a86-8026-ff8a6addb7ddJSON
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