Wealth Advisory Support Specialist

Old National Bank

Princeton (MN)

On-site

USD 25,000 - 52,000

Full time

6 days ago

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Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Education opportunities

Employee assistance program

Job summary

Old National Bank in the United States seeks a Wealth Sales Assistant to provide administrative and sales support to Wealth Advisors, delivering exceptional client service and safeguarding client assets. You will handle trade instructions, open accounts, process distributions, and maintain documentation across advisory platforms.

Ideal candidates have an associates or bachelor’s degree and experience in securities or a sales assistant role; Series 7 and 66 are required.

Qualifications

Associates or Bachelor’s degree preferred or 5+ year’s related work experience and related training.
Experience with Microsoft Office required; experience working with a CRM system preferred.
Experience in the securities industry and/or a sales assistant role.
Product knowledge - understanding of the investment industry and advisory platforms.
Knowledge of the securities market and brokerage accounts.
Series 7 and 66 required.

Responsibilities

Respond to and resolve client servicing requests and take trade instructions.
Assist Wealth Advisors with servicing clients and calendar management.
Open accounts, process distribution requests, and enter client trades accurately.
Maintain annual reviews and documentation; coordinate with outside vendors.
Identify and mitigate risk and ensure adherence to policies and procedures.