Wealth Specialty Assets Support Analyst

Responsibilities

• Support the Wealth Specialty Assets team in the onboarding and day-to-day administration of unique assets in accordance with ONB policies and procedures.
• Carefully coordinate ownership changes, re-registrations, maintenance events, and asset documentation updates.
• Track asset-specific administrative requirements, conditions of acceptance, and ongoing management obligations.
• Assist with the collection, tracking, and review of asset valuations, inspections, and third-party reports.
• Support annual unique asset review processes, including documentation collection and issue tracking.
• Process receipts and monitor asset income streams such as rent, royalties, loan payments, and other receivables; assist with follow-up on past-due items.
• Coordinate real estate tax payments, insurance renewals, and claim processing.
• Maintain amortization schedules, track and administer promissory notes held in fiduciary accounts.
• Maintain accurate, complete, and timely documentation in trust accounting and workflow systems.
• Avoid compliance issues by ensuring administration activities comply with fiduciary standards, internal procedures, and regulatory expectations.
• Aid in internal audits, reviews, and reporting related to unique assets.
• Contribute to continuous improvement of procedures and controls.
• Serve as an operational point of contact for internal partners regarding unique asset administration.
• Coordinate with vendors, property managers, insurers, appraisers, and other third parties.
• Prepare and present materials for meetings involving clients, advisors, and unique asset stakeholders.
• Communicate clearly and professionally to support complex, high-touch client relationships.
• Participate in initiatives to improve unique asset workflows, tracking, reporting, and scalability.
• Assist with system enhancements related to unique asset management platforms.
• Identify opportunities to improve efficiency, risk mitigation, and service quality.

Requirements

• Bachelor’s degree or equivalent experience required; degree in Finance, Business, Accounting, Real Estate, or related field preferred.
• Minimum 2 years of experience in trust administration, financial services operations, unique or unique asset administration, or related fields.
• Strong attention to detail with the ability to manage complex documentation and deadlines.
• Knowledge of fiduciary concepts, trust administration practices, and operational workflows.
• Proficiency in Microsoft Office (Excel, Word, Outlook) and ability to learn specialized trust systems.
• Excellent written and verbal communication skills.
• Ability to work effectively in a team-based, highly regulated environment.
• Preferred experience supporting real estate, illiquid, or non-traditional assets.
• Familiarity with asset valuation concepts, insurance administration, or loan servicing.
• Experience working with trust accounting or property management systems.
• Interest in or progress toward professional certification (e.g., CTFA).

Key Measures of Success / Key Deliverables

• Accurate and timely processing of unique asset transactions and income postings.
• Effective support of unique asset onboarding, monitoring, and annual review activities.
• Compliance with fiduciary standards and documentation requirements.
• Responsiveness and quality of internal and external stakeholder support.
• Contribution to improved workflows, controls, and operational efficiency.