Client Support Manager - Personal Trusts & Estates

Are you detail-driven, client-focused, and experienced in trust administration or banking support? The National Bank of Indianapolis is seeking a Client Support Manager to provide operational and administrative support to our Personal Trust & Estates team. In this role, you'll be a trusted partner to both clients and Trust Officers-ensuring exceptional service, accurate administration, and strict adherence to regulatory and Bank requirements.

What You'll Do

• Provide day-to-day operational support for personal trust clients, delivering timely, professional, and responsive service.
• Assist with opening and closing accounts, maintain regular client contact, and respond to client inquiries (written and verbal).
• Research and analyze account matters, making recommendations to Trust Officers and clients as appropriate.
• Coordinate and process bill payments, disbursements, checks, transfers, wires, and deposits in accordance with governing documents.
• Support discretionary distribution processes under Trust Officer guidance.
• Assist with administrative, real estate, and unique asset reviews, including committee follow-up tasks.
• Coordinate payroll for client employees, working with external vendors as needed.
• Prepare quarterly tax estimates and process real estate tax payments for client accounts.
• Create client correspondence, spreadsheets, reports, and follow-up tracking for committees and special projects.
• Participate in client meetings and reference trust agreements for administration purposes in consultation with Trust Officers.
• Monitor daily cash balances, address overdrafts, and assist with forecasting cash needs for distributions.
• Assist with the receipt, setup, and release of client assets.
• Perform administrative duties including mail review, document retention, filing, and marketing material preparation.
• Provide back-up support for other Client Support Managers and participate in committees or work groups as needed.
• Ensure full compliance with banking regulations and internal policies and procedures.

What We're Looking For

• High school diploma or equivalent required
• One year of experience as a trust assistant or Minimum of two years in an administrative role supporting client service professionals
• Banking and/or personal trust support experience strongly preferred
• Proven written and verbal communication skills, with strong emphasis placed on responsiveness and customer service skills
• Excellent interpersonal skills, exhibiting a high degree of professionalism
• Strong team orientation and demonstrated work ethic
• High degree of accuracy and attention to detail
• Excellent problem-solving skills and ability to make decisions to resolve problems
• Strong organizational and time management skills
• Computer proficiency, including proven mastery of Microsoft Word and Excel, virtual meeting software

Why Join Us

The National Bank of Indianapolis is the city's only locally owned national bank-known for building long-term client relationships grounded in trust, service, and expertise. Our Personal Trusts & Estates team supports clients through some of life's most important financial decisions, and we take that responsibility seriously.

Here, you'll find a collaborative environment where your contributions matter, your growth is encouraged, and your work makes a meaningful difference for clients and colleagues alike.

Bring your attention to detail. Bring your service mindset. Bring your best.

We'll provide the culture, resources, and trust to help you succeed.

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 ofrace, 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.