Investment Advisor Client Service Specialist

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 a re 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 1834 Investment Advisor Client Service Specialist that will be responsible for providing administrative and operational support to managers and 1834 Investment Advisors staff as assigned. This role performs a variety of moderately complex to complex, diverse, sensitive, and confidential administrative functions while providing overall information support. The incumbent also serves as a first point of contact for clients, vendors, and others visiting the office location.

Key Accountabilities

Organizational and Administrative Support

• Receive and service clients/visitors by greeting, welcoming, and directing them appropriately; notifies appropriate parties of client/visitor arrival.
• Coordinate office hoteling space for internal and external visitors.
• Respond to incoming calls on 1834 mainline and inquiries from clients/visitors; directs or refers inquiries to other parties as needed.
• Serve as property liaison with property management company and other corporate departments.
• Manage incoming mail and documents while ensuring timely handling of sensitive documents and information.
• Coordinate internal and external meetings including but not limited to confirming meetings/appointments, reserving meeting space, preparing meeting space with audio-visual technology as needed. Ma y participate in meetings as assigned (take minutes, prepare meeting booklets, maintain records.)
• Arrange corporate travel including developing itineraries and agendas, arranging transportation, lodging, and meeting accommodations.
• May support assigned leaders with onboarding/offboarding of team members and/or temporary/contract workers, coordination of interview schedules, building tours, etc.
• Create, edit, and format documents using Microsoft Office and Adobe.
• May assist in managing shared sites such as Microsoft Teams, SharePoint, and other collaborative sites.
• Assist on ad hoc projects and provide backup coverage for other administrative assistants, as needed.
• Assist with scheduling, planning, and organizing internal and community events and meetings, including event invitation, conference room reservations, multimedia support, catering requests, etc.
• M aintains office organization and supplies.  

Client Servicing and Operations

• Meet regularly with RIA operations staff to prioritize workload, provide timely updates on client service items, and escalate potential issues when appropriate.
• Assist with specific operational related tasks and collaborates with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures.
• Acts as liaison to Operations and 1834 Investment Advisors staff, understanding client, department, and organizational priorities.
• Respond to client requests via phone, email and/or other contact methods, as directed.
• Complete service requests and resolve client issues, as directed.
• Assist with client updates, reports, mailings, as directed.

Key Competencies for Position  

• Communication: Effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience, and selects suitable delivery method(s).
• Collaboration: Actively seeks, develops, and maintains trusted relationships with others to achieve business goals and objectives.
• Planning and Organizing: Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives; Adapts to unexpected changes in circumstance to ensure targets/deadlines are met. Consistently meets goals, milestones, and deliverables within the expected timeframe.
• Technical Knowledge: Possesses the required technical knowledge to perform the role effectively; continuous learning to adopt current trends or expertise.

Qualifications and Education Requirements

• High School diploma or GED Equivalent; Associates Degree in Administrative Services/Business preferred.
• Minimum three years of administrative and/or banking experience preferred.
• Strong working knowledge of Microsoft Word, Excel, PowerPoint, Outlook, and Video Conference software
• Effective communication and organizational skills
• Must be able to multitask and manage changing priorities and deadlines.
• Ability to ensure proper management of confidential information.

  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

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!