Vice President & Trust Officer
The National Bank of Indianapolis · Indianapolis, IN · 2 mo ago
FinanceFull-time
About the role
The National Bank of Indianapolis is seeking a Vice President & Trust Officer to manage and grow a portfolio of trust and fiduciary relationships. In this role, you will serve as a trusted advisor overseeing complex account administration, coordinating with internal and external partners, and delivering highly personalized service.
Responsibilities
- Administer trust, fiduciary, and investment management accounts
- Serve as primary relationship manager for clients and coordinate with advisors and internal teams
- Oversee account activity, distributions, reporting, and compliance with applicable regulations
- Manage complex assets, including real estate and unique holdings
- Support estate settlement and life-event account transitions
- Supervise and develop support staff (as assigned)
- Build relationships with centers of influence to drive new business
Qualifications
- Bachelor’s degree or equivalent experience required
- 5+ years of trust administration or related experience
- Professional designation (CTFA, CFP, CPA, or JD) preferred
- Strong knowledge of fiduciary regulations and trust operations
- Prioritization of relationship management and business development skills
- Excellent communication, organization, and problem-solving abilities