RPS Specialist

Posted 4 Days Ago
Be an Early Applicant
Des Moines, IA, USA
In-Office
18-30 Hourly
Junior
Fintech • Software • Financial Services
The Role
Supports Retirement Plan Services team members and advisory clients through client onboarding, account maintenance, fee reconciliation, reporting, client material preparation, and service delivery monitoring. Coordinates with Sales, Relationship Management, Finance, Operations, and Product teams; maintains client data in Salesforce and RPAG; assists with project initiatives, documentation, implementation, training, and administrative support.
Summary Generated by Built In
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.

Responsibilities

Job Summary

The RPS Service Specialist is responsible for providing support to RPS team members and clients as a member of the Retirement Plan Services Product & Operations team. This role will be a key member of the product team to create scalability within the operational aspects of managing our advisory clients and may limited client-facing interaction. This role is an integral part of the department’s success in delivering a best-in-class experience to our clients.


Salary Range

The salary range for this position is $18.25/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.


Key Accountabilities:


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 

RPS Account Maintenance:

  • Ensure client information is set up on systems (Salesforce, RPAG) and reviewed periodically for accuracy and updates.
  • Monitor service model deliverables and provide reports to RPS team members to support timely completion of delivery of our service model and requirements.
  • Coordinate between Finance, Operations, and Product to maintain accuracy of client data, which may include overseeing the fee reconciliation process. 

Product Management

  • 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. 

Key Competencies:

  • Detail Oriented
  • Self-starter with ability to prioritize work.
  • Accountability
  • Strong administrative/organizational skills
  • Relationship building and collaboration – people skills.

Qualifications and Education Requirements

  • High School Diploma required.
  • 1-2 Years retirement industry experience a plus
  • Proficient at utilizing Microsoft Office products, including Excel, Word, and PowerPoint.
  • Effective communication skills 

Key Measures of Success/Key Deliverables:

  • High understanding of our product and service offerings to deliver best-in-class to our customers.
  • Creating partnerships within the team and organization, improving workflows with a comprehensive approach

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. 


As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity 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 Director of Talent Acquisition, SVP, to fill a specific position.


Our culture is firmly rooted in our core values.

We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.

We are Old National Bank.  Join our team!


Skills Required

  • High School Diploma
  • 1-2 years of retirement industry experience
  • Proficiency with Microsoft Office, including Excel, Word, and PowerPoint
  • Effective communication skills

Old National Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Old National Bank and has not been reviewed or approved by Old National Bank.

  • Retirement Support Retirement support is positioned as a standout, with a dollar-for-dollar 401(k) match up to 5% and immediate vesting. Auto-enrollment and auto-increase features further strengthen the perceived reliability of retirement benefits.
  • Healthcare Strength Healthcare offerings appear broad and feature-rich, including multiple plan types, HSA contributions for HDHP participants, and access to programs like virtual care and a nurse line. Medical premium discounts tied to wellness and tobacco-free status can meaningfully improve the value of coverage for those who complete the steps.
  • Strong & Reliable Incentives Incentives can provide meaningful upside in revenue-generating roles, with individual incentive structures described as strong in certain lending/commercial positions. Stock purchase access with a discount also adds a supplementary reward mechanism beyond base pay.

Old National Bank Insights

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The Company
HQ: Evansville, IN
5,373 Employees

What We Do

Old National is a regional bank with substantial assets, based in the Midwest. Our dual headquarters are in Chicago, Illinois, and Evansville, Indiana. Since our founding in 1834, we have kept the heart, culture and DNA of a smaller community bank. We are proud to have strong relationships with our clients and communities and an inclusive work environment that empowers our team members to deliver their best. Our story is reflected in our clients and the communities we support. Hopeful entrepreneurs. First-time homebuyers. Parents and families. Business owners. Retirees. We are every bit as committed as we were in 1834 to exceeding client expectations and strengthening and supporting the communities that we call home.

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