Wealth Advisory Middle Office Specialist

German American Bancorp•Evansville, IN

7d•Onsite

About The Position

Our Wealth Advisory group is looking for someone who thrives behind the scenes—setting up new accounts, processing client bill payments, creating reports and ensuring our systems run smoothly. If you like variety in your day and pride yourself on being accurate and dependable, we’d love to have you on our team. A Day in the Life You’ll be right at the heart of our trust operations team, making sure new accounts are opened cleanly and client requests are processed on time. On any given day, you might: Open a new trust account, scan documents to our systems, and verify cost basis Help a client access their online portal—when a password reset doesn’t work, you’ll troubleshoot or loop in Wealth Access Review an invoice and process it for payment, then scan and log it for compliance Close a trust account after final distributions and ensure everything is wrapped up in Investors View Generate reports or fulfill client requests for statements, tax docs, or audit confirmations Help track corporate trust bond activity or class action proceeds Manage relationship system data You’ll also play a key role in seasonal and special projects—like supporting scholarship distributions or monthly reconciliations. What It Takes Excellent organizational and time-management skills A proactive mindset and the ability to problem-solve on the fly A strong sense of confidentiality and professionalism Willingness to learn systems and processes that support trust administration Comfortable juggling regular duties with occasional project work Bonus Points Experience in trust operations, accounting, or banking back-office support Familiarity with systems like Director, Investors View, or FIS Trust Desk trust accounting system. Experience with financial reconciliations or tax document handling. You’re the go-to person for details, deadlines, and dependable follow-through What we can offer you: Medical, dental, vision, STD, LTD, Life insurance, etc. 17 days paid time off, 11 paid holidays and bereavement leave Education Assistance Program Paid Parental Bonding Leave Wellness benefits Life event coverage Service awards Financial benefits including 401(k) match, stock purchase plan and more Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping. Logo wear discounts Free checking account, checks and discounted bank services This position will be located at: Wealth Advisors Downtown Evansville About Us: German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.

Requirements

Excellent organizational and time-management skills
A proactive mindset and the ability to problem-solve on the fly
A strong sense of confidentiality and professionalism
Willingness to learn systems and processes that support trust administration
Comfortable juggling regular duties with occasional project work

Nice To Haves

Experience in trust operations, accounting, or banking back-office support
Familiarity with systems like Director, Investors View, or FIS Trust Desk trust accounting system.
Experience with financial reconciliations or tax document handling.
You’re the go-to person for details, deadlines, and dependable follow-through

Responsibilities

Open a new trust account, scan documents to our systems, and verify cost basis
Help a client access their online portal—when a password reset doesn’t work, you’ll troubleshoot or loop in Wealth Access
Review an invoice and process it for payment, then scan and log it for compliance
Close a trust account after final distributions and ensure everything is wrapped up in Investors View
Generate reports or fulfill client requests for statements, tax docs, or audit confirmations
Help track corporate trust bond activity or class action proceeds
Manage relationship system data
supporting scholarship distributions or monthly reconciliations

Benefits

Medical, dental, vision, STD, LTD, Life insurance, etc.
17 days paid time off, 11 paid holidays and bereavement leave
Education Assistance Program
Paid Parental Bonding Leave
Wellness benefits
Life event coverage
Service awards
Financial benefits including 401(k) match, stock purchase plan and more
Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
Logo wear discounts
Free checking account, checks and discounted bank services