Unregistered Wealth Sales Assistant

Wealth Sales Assistant

Old National is seeking to fill a Wealth 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.

This position will consider Unregistered Sales Assistants along with Registered Sales Assistants. The Unregistered can enter trades at the direction of the Advisor and cannot accept trades directly from clients whereas the Registered Sales Assistant can facilitate trades received from Advisors and Clients.

Salary Range

The salary range for this position is $18.25 / hr. - $37.50 / hr. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.

Key Accountabilities

• 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 clients, including entering trades at the direction of the Advisor or other licensed person.
• 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

Risk Mitigation

Key Competencies for Position

Qualifications and Education Requirements

Unregistered

Registered

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!