Job Information
OLD NATIONAL BANK Wealth Sales Assistant in MADISON, Wisconsin
JOB REQUIREMENTS: Wealth Sales Assistant Job Locations US-WI-Madison Category/Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2024-14514 Workplace Type On Site Overview Old National Bank has been serving clients and communities since 1834. With \$48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. Our team members are our greatest asset, and we continually invest in their growth and development. We offer a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. The Wealth Sales Assistant is responsible for providing administrative and sales support for assigned Wealth Advisors. The Sales Assistant enhances the client experience by providing exceptional client service, assisting in safeguarding client assets, and serving as administrative and operational support to Wealth Advisors. The Wealth Sales Assistant is responsible for understanding the policies and procedures that will enable them to interact with Wealth Advisors and prospective and existing clients. The Sales Assistant will perform a wide variety of functions independently, exercising confidential discretion and sound judgement in performing these duties. The Sales Assistant is involved in all phases of the client relationship and is experienced in handling complex accounts. The Sales Assistant facilitates trades received from Advisors and Clients. Responsibilities Key Accountabilities Client Servicing, Administrative and Operational Support Interacts daily on the phone and/or in person with prospective and existing clients to respond to and resolve client servicing requests. Assists Wealth Advisors in servicing client, including taking trade instructions. Learns and adapts to the service needs of various clients and accounts and responds promptly to requests and inquiries from clients and assigned Wealth Advisors. Handles client outreach throughout the year including scheduling reviews, birthday and holiday mailings, seminar, and client event invites. and general correspondence. Assists Wealth Advisors with general correspondence, answering and returning calls, and calendar management as needed. May train others on products, services and related procedures, policies and technology. Proactively identifies and assesses risk and gaps in adherence to policy and procedures. Participates in identifying areas of concern and keeps management informed as needed. Maintain Accounts and Documentation Submission Work within multiple technology... For full info follow application link. EOE/Minorities/Females/Vet/Disability ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/F896CB8B7D584180