Middle Office Specialist III

Old National Bank•Indianapolis, IN

5d•$19 - $31

About The Position

Old National Bank is seeking a Middle Office Specialist for its Wealth Management office. The role provides backup technical support and operations coverage, including completing ClientPoint cases, handling data downloads, and supporting ad hoc projects. The specialist serves as the primary Middle Office contact for research requests and applies knowledge of Trust and Middle Office Operations, including Microsoft Excel for building and tracking data. The role also supports quality reviews of account openings and closings, account transfers, and bill payment. It contributes to the success of Trust Operations by recommending, improving, and implementing FIS TrustDesk processes; serving as a senior resource on the system setup; managing client statement ordering and the printer vendor in coordination with FIS; and learning 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 TrustDesk system.
Strong data analytics skills, system administration support experience, or a similar technical background.

Responsibilities

Serve as backup technical support for tickets and day-to-day work requests.
Complete ClientPoint cases, data downloads, and ad hoc projects.
Act as the primary Middle Office contact for research requests and serve as a subject matter expert in 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 process improvement.
Provide backup coverage for areas of need within the team.
Identify and recommend standardized or improved procedures and processes for Middle Office.
Provide timely feedback and prioritize responsibilities assigned by the manager.
Support the client experience 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, and serve as a senior resource on the system setup.
Manage client statement ordering and coordinate with the printer vendor and FIS.
Learn to use and administer the in-house workflow tool.