Wealth Sales Support Specialist

Old National Bank; Brentwood, Northern (TN, KY); Hybrid; USD 52,266,000 - 107,453,000; Full time

Job summary

Old National Bank is seeking a Wealth Sales Assistant to provide administrative and sales support to Wealth Advisors, delivering exceptional client service and safeguarding client assets.

The role involves handling trade instructions, calendar management, and collaboration with brokers, while ensuring compliance and risk mitigation across multiple platforms. A 5+ year track record or relevant degree, plus Series 7/66, are preferred attributes.

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 - Has a thorough understanding of the investment industry and knowledge of products and services offered including the various advisory platforms.
• Knowledge of the securities market and brokerage accounts.
• Series 7 and 66 required.

Responsibilities

• Interacts daily with prospective and existing clients to respond to and resolve client servicing requests; assists Wealth Advisors in servicing clients.
• Learns service needs of clients and accounts; responds to requests and inquiries from clients and Wealth Advisors.
• Handles client outreach throughout the year including reviews, invitations, and general correspondence.
• Assists Wealth Advisors with general correspondence, calls, and calendar management as needed.
• May train others on products, services, procedures, policies and technology.

Skills

Client service

Communication

Sales support

Attention to detail

Education

Associates or Bachelor’s degree preferred or 5+ year’s related work experience

Series 7 and 66

Tools

Microsoft Office

CRM system

Job description

Old National Bank is seeking a Wealth Sales Assistant to provide administrative and sales support to Wealth Advisors, delivering exceptional client service and safeguarding client assets.

The role involves handling trade instructions, calendar management, and collaboration with brokers, while ensuring compliance and risk mitigation across multiple platforms. A 5+ year track record or relevant degree, plus Series 7/66, are preferred attributes.