Trusts & Estates Client Support Lead

National Bank of Indianapolis Corp.; Indianapolis, Northern (IN, KY); Hybrid; USD 60,000 - 85,000; Full time

Job summary

National Bank of Indianapolis is seeking a Client Support Manager to join our Personal Trusts & Estates team. You will serve as a primary operational contact, supporting estate and interim trust administration, coordinating account activity, and ensuring client needs are handled accurately and efficiently.

You will work with clients, beneficiaries, attorneys, and internal partners, handling account openings/closings, disbursements, and reconciliations while maintaining meticulous records and

Qualifications

• Bachelor’s degree or equivalent work experience is required; 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.

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

Administrative experience

Communication skills

Organizational skills

Attention to detail

Problem solving

Team orientation

Judgment

Education

Bachelor’s degree or equivalent work experience

Paralegal education or experience (a plus)

Tools

Microsoft Office

Job description

National Bank of Indianapolis is seeking a Client Support Manager to join our Personal Trusts & Estates team. You will serve as a primary operational contact, supporting estate and interim trust administration, coordinating account activity, and ensuring client needs are handled accurately and efficiently.

You will work with clients, beneficiaries, attorneys, and internal partners, handling account openings/closings, disbursements, and reconciliations while maintaining meticulous records and