Wealth Sales Assistant Unreg

at  Old National Bank

Overview:
Old National Bank has been serving clients and communities since 1834. With $50 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 Wealth Registered Sales Assistant that will be 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 simple to moderately complex accounts and responsibilities. Unregistered Sales Assistants can enter trades at the direction of the Advisor and cannot accept trades directly from clients.

QUALIFICATIONS AND EDUCATION REQUIREMENTS

• High School or equivalency required; Associates or Bachelor’s degree preferred
• 1 - 3 year’s related work experience
• Experience with Microsoft Office required; experience working with a CRM system preferred
  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, to fill a specific position.

Please refer the Job description for details