Jobs · Sales · Indiana

Middle Office Specialist

Old National Bank · Evansville, IN · 4 wk ago
Sales$70/hrFull-time

Responsibilities

  • Serve as a back-up, or on rotation with, our technical support/operations analyst.
  • Complete cases for ClientPoint (Wealth Management online banking).
  • Perform data downloads and ad hoc projects.
  • Act as the primary contact for research requests within the Middle Office.
  • Assist with the quality review of account openings and closings, account transfers, and bill payments.

Qualifications

  • 5+ years’ experience in Trust operations, Bank operations or related wealth management field in an analytical role.
  • Prior work experience with FIS Trust Desk system preferred.
  • Strong data analytics skills, system admin support experience, or similar technical background preferred.
  • Proficient in MS Office products.
  • High attention to detail with exceptional communication skills.
  • Strong analytical, problem solving, organizational and time management skills required.

Key Measures of Success/Key Deliverables

  • Contribute to the success of Trust Operations by recommending/improving/implementing FIS TrustDesk system processes.
  • Manage the ordering and management of client statements, and the printer vendor in coordination with FIS.
  • Learn how to use and become an admin for our in-house workflow tool.

Similar jobs