Wealth Advisory Middle Office Specialist
German American Bank, Evansville, IN, United States
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 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 portalwhen 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 projectslike 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.
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 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 portalwhen 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 projectslike 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.