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Administrative Assistant - Wealth Management
Job
The National Bank of Indianapolis
Indianapolis, IN (In Person)
Full-Time
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Job Description
Are you highly organized, detail-oriented, and energized by supporting senior leaders and client-focused teams? The National Bank of Indianapolis is seeking an Administrative Assistant in Wealth Management to provide administrative and coordinative support for the Wealth Management division. In this role, you'll serve as a key partner to the Manager of Wealth Management and various committees within the division, helping ensure smooth operations, exceptional service, and effective communication across teams and clients. What You'll Do Provide administrative and coordinative support to the Manager of Wealth Management and division leadership Serve as secretary for Wealth Management committees, sub-committees, panels, and taskforces Generate spreadsheets, reports, follow-up lists, and committee materials Assist with the development and communication of Wealth Management procedures and initiatives Coordinate division functions and events, including client communications, referral recognition, marketing initiatives, and entertainment activities Support portfolio management activities, including monitoring cash flow activity, preparing meeting materials, and coordinating client meetings Serve as a secondary point of contact for clients as needed Assist with client distributions and coordinate communications across Wealth Management teams Perform a variety of administrative functions, including mail handling, imaging, filing, special mailings, and maintaining marketing materials What We're Looking For High school diploma or equivalent required Minimum of 3 years of administrative experience supporting client service professionals; banking or trust support experience preferred Strong written and verbal communication skills with a customer-first mindset Excellent interpersonal skills and professional presence Demonstrated ability to prioritize tasks, manage deadlines, and work independently Strong organizational, problem-solving, and time management skills High degree of accuracy and attention to detail Advanced proficiency in Microsoft Word and Excel