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The National Bank of Indianapolis · 22 hours ago

Vice President & Investment Administration Officer - Diamond Capital Management

Indianapolis, IN

Full-time

Onsite

Mid, Senior Level

5+ years exp

The National Bank of Indianapolis is the city’s only locally owned national bank, and they are seeking a Vice President & Investment Administration Officer to drive the success of their Wealth Management team. This role involves managing administrative client needs, ensuring high-quality investment account administration, and building strong client relationships.

BankingFinanceFinancial Services

Comp. & Benefits

Responsibilities

Provide high-quality, timely administration of investment accounts

Oversee account setup, transfers, funding, and daily transaction monitoring

Communicate proactively with clients, Portfolio Managers, and internal partners

Perform daily cash management, reconciliations, and account reporting

Participate in annual reviews, tax reporting, and client meetings

Serve on Wealth Management committees and contribute to special projects

Build strong, trust-based client relationships through responsive, professional service

Qualification

Wealth account administrationBanking/trust systemsAdvanced degree/designationCommunication skillsOrganizational skillsProfessionalismClient relationship buildingMicrosoft OfficeTeamworkAttention to detailSelf-starter