Investment Administration Officer
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![]() United States, Indiana, Indianapolis | |
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The Opportunity 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
You'll Excel If You
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. |