Middle Office Specialist III

Old National Bank • Joliet, IL

3d

About The Position

Old National Bank is seeking a Middle Office Specialist for its Wealth Management office. The role provides backup technical support and operational assistance, including responding to ClientPoint cases, handling data downloads, and completing ad hoc projects. The specialist serves as the primary contact for Middle Office research requests and a subject matter resource for Trust and Middle Office Operations.

The position also supports quality reviews of account openings and closings, account transfers, and bill payment. It involves preparing and delivering reports, identifying trends and training needs, assessing client experience, inspecting work for quality assurance, and recommending process improvements. The specialist will help improve FIS TrustDesk processes, manage client statement ordering and the printer vendor in coordination with FIS, and learn to administer the bank's in-house workflow tool.

Requirements

• At least 5 years of experience in Trust operations, Bank operations, or a related wealth management field in an analytical role.
• Proficiency in Microsoft Office products.
• High attention to detail and exceptional communication skills.
• Strong analytical, problem-solving, organizational, and time-management skills.

Nice To Haves

• Prior work experience with the FIS Trust Desk system.
• Strong data analytics skills, system administration support experience, or a similar technical background.

Responsibilities

• Back up technical support for tickets and day-to-day work requests.
• Complete ClientPoint cases, data downloads, and ad hoc projects.
• Serve as the primary contact for Middle Office research requests and as a subject matter resource for Trust and Middle Office Operations.
• Prepare and deliver reports that identify trends, assess training needs, and benchmark client experience.
• Inspect department work for quality assurance and improvement.
• Provide backup support in areas of need across the team.
• Identify and recommend standardized or improved procedures and processes for the Middle Office.
• Prioritize responsibilities assigned by the manager and provide timely feedback.
• Support client experience improvements through associate feedback, coaching, and mentoring.
• Assist with quality reviews of account openings and closings, account transfers, and bill payment.
• Recommend, improve, and implement FIS TrustDesk system processes.
• Manage the ordering and management of client statements and coordinate with the printer vendor and FIS.
• Learn to use and administer the in-house workflow tool.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k)
• Continuing education opportunities
• Employee assistance program
• Competitive compensation and incentive program

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed