What are the responsibilities and job description for the Client Support Manager - Personal Trusts & Estates position at The National Bank of Indianapolis?
Are you detail-oriented, highly organized, and experienced in trust or estate administration? The National Bank of Indianapolis is seeking a Client Support Manager (CSM) to support our Personal Trusts & Estates department. In this role, you’ll serve as the primary operational contact for estate and interim trust accounts—providing hands-on administrative support while delivering exceptional client service and ensuring full compliance with Bank policies and procedures.
How You’ll Contribute
The National Bank of Indianapolis is the city’s only locally owned national bank—trusted for its personalized service, deep expertise, and long-standing client relationships. Our Personal Trusts & Estates team supports clients and families through important and often complex life transitions, and this role is critical to delivering that care with precision and professionalism.
You’ll join a collaborative environment where your contributions are valued, your expertise is respected, and your work makes a meaningful difference for clients and colleagues alike.
Bring your organization. Bring your care for clients. 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 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.
How You’ll Contribute
- Support estate administration activities, including paying final bills and administration expenses, canceling or transferring utility services, monitoring medical bills and insurance reimbursements, closing credit accounts and establishing or canceling insurance, monitoring and paying real estate taxes, insurance, and utilities, and assisting with asset distributions and communicating with beneficiaries and attorneys as appropriate.
- Perform trust accounting system functions, including opening and closing accounts, monitoring overdrafts, setting up and depositing assets, and processing disbursement and deposit requests.
- Accurately enter and maintain data for processing and recordkeeping, including disbursements, deposits, transfers, wire requests, and vault-related information.
- Generate spreadsheets, forms, and follow-up tracking for account monitoring and special projects.
- Assist with reconciliation of assets held with outside custodians.
- Handle administrative and clerical tasks efficiently, including client correspondence, special mailings, scanning, filing, and document management.
- Partner with Trust Officers and team members to ensure timely, accurate, and compliant account administration.
- Bachelor’s degree or equivalent work experience; paralegal coursework or experience is a plus.
- Minimum of three years in an administrative role supporting client service professionals
- At least two years supporting trust and estate administration preferred
- Strong written and verbal communication skills with a service-first mindset
- Excellent interpersonal skills and professional presence
- High attention to detail and accuracy
- Strong organizational and prioritization abilities
- Ability to interpret data and solve problems effectively
- Team-oriented with a strong work ethic
- Proficiency in Microsoft Word, Excel, PowerPoint, and related applications
The National Bank of Indianapolis is the city’s only locally owned national bank—trusted for its personalized service, deep expertise, and long-standing client relationships. Our Personal Trusts & Estates team supports clients and families through important and often complex life transitions, and this role is critical to delivering that care with precision and professionalism.
You’ll join a collaborative environment where your contributions are valued, your expertise is respected, and your work makes a meaningful difference for clients and colleagues alike.
Bring your organization. Bring your care for clients. 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 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.