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The National Bank of Indianapolis · 13 hours ago

Client Support Manager - Personal Trusts & Estates

Indianapolis, IN, US

Full-time

Onsite

Entry, Mid Level

1+ years exp

The National Bank of Indianapolis is the city’s only locally owned national bank, known for building long-term client relationships grounded in trust, service, and expertise. They are seeking a Client Support Manager to provide operational and administrative support to their Personal Trust & Estates team, ensuring exceptional service and adherence to regulatory requirements.

BankingFinanceFinancial Services

Comp. & Benefits

Responsibilities

Provide day-to-day operational support for personal trust clients, delivering timely, professional, and responsive service

Assist with opening and closing accounts, maintain regular client contact, and respond to client inquiries (written and verbal)

Research and analyze account matters, making recommendations to Trust Officers and clients as appropriate

Coordinate and process bill payments, disbursements, checks, transfers, wires, and deposits in accordance with governing documents

Support discretionary distribution processes under Trust Officer guidance

Assist with administrative, real estate, and unique asset reviews, including committee follow-up tasks

Coordinate payroll for client employees, working with external vendors as needed

Prepare quarterly tax estimates and process real estate tax payments for client accounts

Create client correspondence, spreadsheets, reports, and follow-up tracking for committees and special projects

Participate in client meetings and reference trust agreements for administration purposes in consultation with Trust Officers

Monitor daily cash balances, address overdrafts, and assist with forecasting cash needs for distributions

Assist with the receipt, setup, and release of client assets

Perform administrative duties including mail review, document retention, filing, and marketing material preparation

Provide back-up support for other Client Support Managers and participate in committees or work groups as needed

Ensure full compliance with banking regulations and internal policies and procedures

Qualification

Trust administration experienceBanking support experienceMicrosoft Word proficiencyMicrosoft Excel proficiencyWritten communication skillsVerbal communication skillsInterpersonal skillsOrganizational skillsTime management skillsProblem-solving skills