Administrative Assistant - Wealth Management
About the role
The National Bank of Indianapolis is seeking an Administrative Assistant in Wealth Management to provide administrative and coordinative support for the Wealth Management division.
Responsibilities
- Provide administrative and coordinative support to the Manager of Wealth Management and division leadership
- Serve as secretary for Wealth Management committees, sub-committees, panels, and taskforces
- Generate spreadsheets, reports, follow-up lists, and committee materials
- Aid in the development and communication of Wealth Management procedures and initiatives
- Cook up division functions and events, including client communications, referral recognition, marketing initiatives, and entertainment activities
- Support portfolio management activities, including monitoring cash flow activity, preparing meeting materials, and coordinating client meetings
- Absorb client requests and coordinate communications across Wealth Management teams
- Handle client distributions and coordinate communications
- Perform a variety of administrative functions, including mail handling, imaging, filing, special mailings, and maintaining marketing materials
Requirements
High school diploma or equivalent required
Minimum of 3 years of administrative experience supporting client service professionals; banking or trust support experience preferred
Qualifications
Strong written and verbal communication skills with a customer-first mindset
Excellent interpersonal skills and professional presence
Demonstrated ability to prioritize tasks, manage deadlines, and work independently
Strong organizational, problem-solving, and time management skills
Advanced proficiency in Microsoft Word and Excel
Benefits
The National Bank of Indianapolis is an Equal Opportunity Employer
The National Bank of Indianapolis participates in E-Verify, a federal program that verifies the employment eligibility of newly hired employees.