Client Support Manager - Personal Trusts & Estates

The National Bank of Indianapolis; Indianapolis (IN); On-site; USD 28,000 - 50,000; Full time

Job summary

The National Bank of Indianapolis is seeking a Client Support Manager to join our Personal Trusts & Estates team. You’ll assist clients through complex financial matters with care and professionalism.

You’ll handle estate administration tasks, coordinate with clients, attorneys, and internal partners, open and close trust accounts, and process disbursements and transfers. Strong written and verbal communication and MS Office proficiency are essential.

Qualifications

• 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.
• Ability to interpret information, solve problems, and exercise sound judgment.

Responsibilities

• 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

Skills

Client service

Attention to detail

Written communication

Team collaboration

Education

Bachelor's degree or equivalent

Paralegal education/experience a plus

Tools

Microsoft Office

Job description

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.

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.

Hourly Wage

The National Bank of Indianapolis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of, and will not be discriminated against on the basis of race, color, sex (including pregnancy), sexual orientation, gender identity, religion, national origin, age, veteran status, disability, genetic information, or other bases as protected by local, state, or federal law.

The National Bank of Indianapolis participates in E-Verify, a federal program that verifies the employment eligibility of newly hired employees. Employment is contingent upon verification of identity and authorization to work in the United States in accordance with federal law.