Trust Support Specialist

Trust Support Specialist

Job Locations US-MI-Grand Rapids

Category / Function

Trust / Wealth Management

Position Type

Regular Full-Time

Requisition ID

2024-14861

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.

We are currently seeking a Trust Support Specialist for Wealth Management. This individual will be responsible for the administrative functions of setting up new accounts, asset transfers and processing billing payments.

DUTIES / RESPONSIBILITIES :

New account information set up on accounting system

• Recurring payment set up on accounting system
• Assist manager with daily workflow as assigned
• Gather and process paperwork to complete incoming asset transfers in a timely manner
• Process all recurring billing payments
• Participate in all required training sessions for compliance
• Maintain adequate controls to ensure compliance with consumer protection statutes / regulations in a defined area of responsibility
• Implement bank-directed policy and changes relating to regulatory amendments
• Mail Client correspondence as needed

REQUIRED EDUCATION, EXPERIENCE AND SKILLS :

• High school diploma or equivalent GED required
• Bachelor or Associates Degree preferred
• College coursework preferred.
• Minimum 5 years previous Administrative experience
• Must have strong organizational and communication skills and be able to deal effectively with the public
• Must be proficient in Word, Excel, and PowerPoint
• Ability to handle multiple tasks simultaneously
• Ability to work well under deadline pressure
• Position requires the need to work varied hours / days including occasional overtime as business dictates. May need to travel to other branch locations

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.

Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.

We are Old National Bank. Join our team!

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If you're qualified for a position but need additional help with the application because of a disability, please email HRservices@oldnational.

com (This email will respond to accommodation requests only.)