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Administrative Assistant/Client Support Manager - Private Banking
Administrative Assistant/Client Support Manager - Private BankingBankTalent HQ • Indianapolis, IN, United States
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Administrative Assistant / Client Support Manager - Private Banking

Administrative Assistant / Client Support Manager - Private Banking

BankTalent HQ • Indianapolis, IN, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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.

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