Paralegal Job Board

Loyola University Chicago Institute for Paralegal Studies

Assistant Wealth Management Relations

  • Full Time
  • Student Appropriate
  • Chicago, IL

Website Old National Bank

Old National Bank was established in 1834. Today, we are the largest financial services holding company with dual headquarters in Chicago and Evansville, IN. We provide an array of services to our clients which include Community Banking, Investments, and Wealth Management. At Old National, we believe that by helping our associates balance work life with home life, we create a more productive workforce and a stronger company. 

 

 

We are currently seeking a Wealth Management Relations Assistant.  This position will be responsible for the administrative functions of setting up new accounts, asset transfers and processing billing payments.

 

 

REQUIRED EDUCATION, EXPERIENCE AND SKILLS:

High school diploma or equivalent GED required
Bachelor or Associates Degree preferred
Paralegal experience preferred and/or experience reviewing legal documents
College coursework preferred.
Minimum 3 years previous Administrative Assistant experience
Must have strong organizational and communication skills and be able to deal effectively with the public
Must be proficient in Word, Excel, and PowerPoint
Ability to handle multiple tasks simultaneously
Ability to work well under deadline pressure
Position requires the need to work varied hours/days including occasional overtime as business dictates. May need to travel to other branch locations
 

 

DUTIES/RESPONSIBILITIES:

New account information set up on accounting system
Recurring payment set up on accounting system
Assist manager with daily workflow as assigned
Gather and process paperwork to complete incoming asset transfers in a timely manner
Process all recurring billing payments
Participate in all required training sessions for compliance
Maintain adequate controls to ensure compliance with consumer protection statutes/regulations in a defined area of responsibility
Implement bank-directed policy and changes relating to regulatory amendments
Mail Client correspondence as needed
 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 Talent Acquisition Director, VP, to fill a specific position

To apply for this job please visit careers-oldnational.icims.com.