Thursday, May 28, 2015

UNREGISTERED SALES ASSISTANT FOR BROKERAGE Job in Terre Haute 47801, Indiana US


Old National Bank was established in 1834. Today we are the largest financial services holding company headquartered in Indiana. We provide an array of services to our clients which include Retail Banking, Investments, Wealth Management and Insurance. At Old National we believe that by helping our associates balance work life with home life, we create a more productive workforce and a stronger company.


In 2015, Ethisphere Institute announced Old National Bank as one of the World’s Most Ethical Companies for the fourth consecutive year.


We are currently seeking a full-time Unregistered Sales Assistant position within our Brokerage team for the Terre Haute, IN market.  The Sales Assistant is responsible for providing client and administrative support to our Financial Advisor.  Duties will include but are not limited to the following:


*         Processing client paperwork such as new account documents


*         Client contact and support management including scheduling meetings and answering phones


*         Upkeep of the office including ordering supplies and organizing office


*         Assisting with marketing and sales presentations,


*         Maintain trade and check blotters


*         Follow up on transfers and 1035 exchanges


 


Skills and Qualifications:


  • Associates degree preferred

  • Prior Brokerage Assistant or related financial services experience required

  • Knowledge of Word and Excel

  • Strong customer service skills

 


Diversity… Our differences enhance business performance.


Old National is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, and protected veteran status, status as a qualified individual with disability 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 SVP Talent Acquisition Manager, to fill a specific position.


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