What are the responsibilities and job description for the Vice President & Investment Administration Officer position at The National Bank of Indianapolis?
This position is the driving force behind our Wealth Management team's success. By managing the administrative client needs including onboarding documentation, reporting, and compliance with precision and care, you ensure that everything behind the scenes is as exceptional as the client experience out front.
How You'll Contribute
Provide high-quality, timely administration of investment accounts Oversee account setup, transfers, funding, and daily transaction monitoring Communicate proactively with clients, Portfolio Managers, and internal partners Perform daily cash management, reconciliations, and account reporting Participate in annual reviews, tax reporting, and client meetings Serve on Wealth Management committees and contribute to special projects Build strong, trust-based client relationships through responsive, professional service
What We're Looking For
- A bachelor's degree in Finance, Economics, Business Administration, or other related field (or equivalent combination of education/experience)
- Advanced educational degree and/or designation (CTFA, CFP, CWS, CISP)
- 5 years of direct experience in wealth account administration (institutional, individual, trust, IRA)
- A proven ability to manage details while seeing the big picture
- Excellent communication skills with professionalism and tact
- A self-starter who thrives with independence but values teamwork
- Strong organizational skills with a high degree of accuracy
- Proficiency in banking/trust systems and Microsoft Office
You'll Excel If You
- Take pride in getting the details right
- Enjoy building relationships and being a trusted resource for clients
- Bring integrity, discretion, and accountability to everything you do
- Want to be part of a collaborative, client-focused team where your work makes a difference
Why Join Us
The National Bank of Indianapolis is the city's only locally owned national bank. We take pride in serving our community with personal attention and exceptional service. Through Diamond Capital Management, we offer customized investment portfolios, financial planning, and wealth management strategies tailored to help clients build and preserve wealth.
Just as we invest in our clients, we invest in our people. We've built a workplace employees genuinely appreciate. They feel respected, supported, and part of something meaningful. We believe in growth from within, open collaboration, and celebrating each other's successes. If you join NBOFI, your voice will matter, your ideas will be valued, and you'll have the tools to thrive both professionally and personally.
In Summary
Bring your expertise. Bring your creativity. Bring your best.
We'll provide the culture, resources, and trust.
Together, we'll celebrate our successes.