Trusts & Estates Client Support Lead

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

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.