Client Support Manager - Personal Trusts & Estates

• 4.1 107 North Pennsylvania Street, Indianapolis, IN 46204 Full-time Apply with Indeed Do you enjoy managing important details, supporting clients through complex financial matters, and providing service with care and professionalism? The National Bank of Indianapolis is seeking a Client Support Manager to join our Personal Trusts & Estates team. In this role, you'll serve as a primary operational contact while supporting estate and interim trust administration, coordinating account activity, and helping ensure client needs are handled accurately and efficiently. How You'll Contribute Support estate administration, including expenses, property-related obligations, asset distributions, and other ongoing account needs Communicate with clients, beneficiaries, attorneys, and internal partners to coordinate requests and provide timely assistance Open, maintain, and close trust accounts while ensuring accurate documentation and recordkeeping Process disbursements, deposits, transfers, wire requests, and other account transactions Monitor account activity, including overdrafts, assets, and outstanding administrative items Assist with the reconciliation of assets held by outside custodians Prepare client correspondence, spreadsheets, forms, and follow-up reports Provide administrative support, including special mailings, scanning, filing, and record maintenance Support special projects and other Personal Trusts & Estates activities as needed What We're Looking For Bachelor's degree or equivalent work experience; paralegal education or experience is a plus Three or more years of administrative experience supporting client service professionals Two or more years of experience supporting trust and estate activities preferred Strong written and verbal communication skills with an emphasis on responsiveness and client service Excellent interpersonal skills and a high degree of professionalism Strong organizational and prioritization skills with excellent attention to detail Ability to interpret information, solve problems, and exercise sound judgment Strong team orientation and demonstrated work ethic Proficiency with Microsoft Office applications Why Join Us The National Bank of Indianapolis is the city's only locally owned national bank built on strong relationships, operational excellence, and a commitment to doing things the right way. Our Personal Trusts & Estates team provides thoughtful, personalized support to clients and families while helping them navigate important financial and estate matters. You can expect A collaborative environment where your expertise is valued Opportunities to expand your trust and estate administration knowledge Leadership that supports growth, accountability, and excellence Meaningful work that directly impacts clients and their families In Summary Bring your attention to detail. Bring your commitment to client service. Bring your ability to manage what matters. We'll provide the tools, support, and culture to help you thrive.

Expected hours:

No less than 40.0 per week

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Referral program Tuition reimbursement Vision insurance Volunteer time off

Education:

Bachelor's (Preferred)

Experience:

Administrative:

3 years (Preferred) Trust and estate support: 2 years (Preferred) Ability to

Commute:

Indianapolis, IN 46204 (Preferred)

Work Location:

In person