Apply on Employer Site

Old National Bank · 2 months ago

RPS Operations Specialist

US-IN-Evansville

Full-time

Onsite

Mid Level

$18.25/hr - $29.75/hr

3+ years exp

Old National Bank has been serving clients and communities since 1834. They are seeking an RPS Operations Specialist responsible for providing support to the Retirement Plan Services team and clients, ensuring smooth operations and client onboarding processes.

BankingFinancial ServicesWealth Management

Responsibilities

Assist the RPS team with day-to-day servicing of our advisory clients

Assist in preparation of fee benchmarking & investment reports

Assist in the preparation of client materials

Liaison between Sales, Relationship Managers, and the client during new client onboarding

Assist with preparing education materials to use for group and participant meetings

Ensure client information is set up on systems (Salesforce, RPAG) and reviewed periodically for accuracy and updates

Track and provide reports to RPS team members to ensure components of our Fiduciary Lifecycle Program are delivered in the expected timeframe

Coordinate with recordkeepers if there are changes to the account or agreements (for example, investment lineup changes, fee changes, etc)

Coordinate components on identified project initiatives, including documentation of decisions, timelines, implementation, and training

Partner with team members and other business areas to deliver on company objectives to grow the retirement plan services business

Perform other job-related duties and special projects as the need arises

Provide administrative support to RPS key personnel

Qualification

Retirement industry experienceMicrosoft Office proficiencyAnalytical skillsCommunication skillsAccountabilityDetail orientedSelf-starterOrganizational skillsRelationship buildingCollaboration skills