Administrative Assistant - Client Support Manager - Private Banking

The National Bank of Indianapolis is seeking a proactive and detail-oriented Administrative Assistant – Client Support Manager to join our Private Banking team. This role provides vital administrative and client support to the Manager and Senior Private Banker/Group Manager, ensuring smooth daily operations and exceptional client experiences. Acting as the primary operational contact for clients within the Group Manager’s portfolio, you’ll bring professionalism, sound judgment, and a service mindset to everything you do.

What You’ll Do

Administrative Support

• Provide comprehensive support to the Manager and Senior Private Banker/Group Manager, including managing correspondence, scheduling meetings, preparing agendas, and coordinating travel
• Sort and prioritize incoming mail, messages, and requests
• Prepare internal and external correspondence, memos, reports, and presentations
• Manage departmental calendars and coordinate time-off requests to ensure adequate coverage
• Assist with committee, taskforce, and Private Banking meeting coordination, including communication, logistics, and catering arrangements
• Support the planning and execution of client events and receptions
• Serve as a backup for Operations and Product Development Specialist and Client Support Managers
  
  

Client Support & Operations

• Serve as a trusted liaison for clients, managing day-to-day account operations and ensuring accuracy and timeliness
• Oversee deposit account activities, including opening and closing accounts, ordering checks, processing wire transfers, and monitoring documentation
• Coordinate loan operations, including reviewing documents, facilitating closings, booking loans, monitoring collateral, and processing loan draws and paydowns
• Track client overdrafts, exceptions, fees, and financial reporting requirements
• Prepare and update monthly Private Banker scorecards and reports
• Support bankers with client communications, event invitations, and special correspondence such as birthday or condolence cards
• Assist clients directly with account openings and documentation as needed
  
  

What We’re Looking For

• High school diploma or equivalent required; college coursework or degree preferred
• Minimum two years of administrative experience, preferably in banking, finance, or client service
• Familiarity with depository accounts and a foundational understanding of lending preferred
• Strong organizational and time management abilities, with meticulous attention to detail
• Excellent written and verbal communication skills
• Proven ability to manage multiple priorities independently and meet deadlines
• High level of professionalism, discretion, and client service focus
• Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook
  
  

Why Join Us

The National Bank of Indianapolis is the city’s only locally owned national bank, committed to building long-term relationships and delivering tailored financial solutions. We take pride in providing a workplace where your contributions are valued, your growth is supported, and your work makes a meaningful impact.

In Summary

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

We’ll provide the culture, resources, and opportunities you need to succeed.

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.