WI3649047

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Unspecified

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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