Wealth Advisory Middle Office Specialist

Wealth Advisory Middle Office Specialist Our Wealth Advisory group is looking for someone who thrives behind the scenessetting 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 LifeYou'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 basisHelp a client access their online portalwhen a password reset doesn't work, you'll troubleshoot or loop in Wealth AccessReview an invoice and process it for payment, then scan and log it for complianceClose a trust account after final distributions and ensure everything is wrapped up in Investors ViewGenerate reports or fulfill client requests for statements, tax docs, or audit confirmationsHelp track corporate trust bond activity or class action proceedsManage relationship system dataYou'll also play a key role in seasonal and special projectslike supporting scholarship distributions or monthly reconciliations.What It TakesExcellent organizational and time-management skillsA proactive mindset and the ability to problem-solve on the flyA strong sense of confidentiality and professionalismWillingness to learn systems and processes that support trust administrationComfortable juggling regular duties with occasional project workBonus PointsExperience in trust operations, accounting, or banking back-office supportFamiliarity 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-throughWhat We Can Offer YouMedical, dental, vision, STD, LTD, Life insurance, etc.17 days paid time off, 11 paid holidays and bereavement leaveEducation Assistance ProgramPaid Parental Bonding LeaveWellness benefitsLife event coverageService awardsFinancial benefits including 401(k) match, stock purchase plan and moreGreat deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.Logo wear discountsFree checking account, checks and discounted bank servicesThis position will be located at:Wealth Advisors Downtown EvansvilleAbout UsGerman 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.