at Old National Bank in Joliet, Illinois, United States
Job Description
At Old National Managing money is more than simply trading stocks and bonds. We focus on bringing talent to our Wealth Management team by bringing a superior level of financial experience combined with a firm pledge to exceptional client service. We are searching for individuals that take pride in providing the highest quality financial services and advice to our diverse clientele.
We are currently seeking a Retirement Plan Services (RPS) Associate that will be responsible for providing client support to RPS Clients along with providing technical and administrative support to the various Retirement Plan Specialists. This role is an integral part of the department’s success in ensuring a high-level experience for our clients.
Key Accountabilities:
RPS Account Maintenance:
+ Assist with new account set-up across all internal ONB systems including trust accounting system, screening system, Salesforce, on-line client access and benchmarking system.
+ Manage updates of client changes across all systems.
+ Manage Account closing process and complete checklist and update Fiduciary files.
+ Prepare all reports for ONB Fiduciary Meetings on monthly basis.
+ Annual User access review maintenance for all RPS systems and vendors.
Client Material Preparation:
+ Responsible for organizing, printing, and binding of client facing review books.
+ Responsible for tracking, printing, and binding of RFP Materials.
+ Assist with preparing participant education materials for the RPS Specialist to use for participant education.
Assist team with day-to-day servicing all of RPS Clients
+ Field calls and assist participants with questions about distributions, rollovers, and enrollment process.
+ Own the fee disclosure project.
+ Distribution of marketing and educational materials and videos to plan sponsors.
+ Customer Service liaison for most RPS plans.
+ process plan contributions each day
+ Create Distribution & Loan footprints/cases
+ Assist with daily phone calls and mail needs.
Qualifications and Education Requirements
+ High School diploma or equivalent
+ Must possess administrative/support background with ability to successfully use Microsoft Office products, including Excel, Word, and PowerPoint.
+ Proficient communication skills used for both internal and external clients
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Head of Talent Acquisition, SVP, to fill a specific position
External Job Title: RETIREMENT PLN SRVCS ASSOCIATE
Requisition ID: 2023-13096
Street: 2801 West Jefferson Street
Workplace Type: On Site
