Wealth Specialty Assets Support Analyst

Overview

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization.

We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

The Wealth Specialty Asset Support Analyst provides critical operational and administrative support for the management of unique and hard-to-value assets held in fiduciary accounts. These assets include real estate, closely held business interests, mineral, oil and gas interests, loans and notes, life insurance, and tangible personal property.

This role supports the full lifecycle of unique assets from pre‑acceptance and onboarding through ongoing administration, monitoring, valuation, annual review and disposition, while ensuring adherence to fiduciary standards, internal policies, and regulatory requirements. The Analyst works closely with Specialty Asset Managers, Wealth Advisors, Operations, Risk, Compliance, vendors, and clients to ensure unique assets are administered in a controlled, consistent, and well‑documented manner.

This position plays an essential role in mitigating risk while enabling efficient unique asset administration and delivering high‑quality client service.

Unique Asset Administration & Support

• Support the Wealth Specialty Assets team in the onboarding and day‑to‑day administration of unique assets in accordance with ONB policies and procedures.
• Coordinate ownership changes, re‑registrations, maintenance events, and asset documentation updates.
• Track asset‑specific administrative requirements, conditions of acceptance, and ongoing management obligations.

Asset Monitoring, Valuations & Reviews

• Assist with the collection, tracking, and review of asset valuations, inspections, and third‑party reports.
• Support annual unique asset review processes, including documentation collection and issue tracking.
• Process receipts and monitor asset income streams such as rent, royalties, loan payments, and other receivables; assist with follow‑upon past‑due items.
• Coordinate real estate tax payments, insurance renewals, and claim processing.
• Maintain amortization schedules, track and administer promissory notes held in fiduciary accounts.

Compliance, Fiduciary Governance & Documentation

• Maintain accurate, complete, and timely documentation in trust accounting and workflow systems.
• Ensure administration activities comply with fiduciary standards, internal procedures, and regulatory expectations.
• Assist with internal audits, reviews, and reporting related to unique assets.
• Support administrative reviews of unique assets and contribute to continuous improvement of procedures and controls.

Stakeholder Coordination & Client Service

• Serve as an operational point of contact for internal partners regarding unique asset administration.
• Coordinate with vendors, property managers, insurers, appraisers, and other third parties.
• Schedule and prepare materials for meetings involving clients, advisors, and unique asset stakeholders.
• Communicate clearly and professionally to support complex, high‑touch client relationships.

Process Improvement & Projects

• Participate in initiatives to improve unique asset workflows, tracking, reporting, and scalability.
• Assist with system enhancements related…