Retirement Plan Services Administrator

This position is the operational backbone of our Retirement Plan Services team. By providing disciplined oversight of retirement plan transactions and expertly managing account openings, closings, and conversions, you ensure accuracy, compliance, and exceptional service at every stage of the retirement plan lifecycle. Your work directly supports clients, internal partners, and plan participants-driving confidence, consistency, and trust.

How You'll Contribute

• Serve as a primary point of contact for internal and external inquiries, delivering timely, professional, and solutions-focused responses
• Manage retirement plan account opening, closing, and maintenance processes, ensuring all documentation is complete, accurate, and properly recorded
• Collaborate with the RPS team to support new plan conversions, including drafting termination letters, reconciling assets, coordinating document execution, and managing required notices
• Assist with annual census data collection and submission to Third-Party Administrators
• Oversee asset distributions at account closing, coordinating with successor custodians and Wealth Management Operations
• Prepare, audit, and process retirement plan transactions such as payroll contributions, participant distributions, and loan requests
• Support the Administrative Review process in partnership with leadership Manage fee processing to ensure accuracy and timely payment of invoices
• Assist with annual 1099-R tax reporting, including balancing transactions and processing corrections
• Support remission of out-of-state tax withholdings as directed
• Provide confidential administrative support for the Bank's 401(k) plan, collaborating with third-party administrators and serving as a trusted resource for employees
• Perform daily and periodic cash balancing, monitoring cash positions and identifying potential overdrafts
• Review plan allocation reports and reconcile them to trust assets
• Serve on Wealth Management committees and contribute to ongoing operational initiatives

What We're Looking For

• Bachelor's degree in Business, Accounting, or a related field (or equivalent combination of education and experience)
• Three or more years of experience working with qualified retirement plans
• Strong working knowledge of retirement plan regulations and applicable laws
• Proven ability to manage complex processes with accuracy and independent judgment
• Excellent interpersonal and communication skills, with a strong commitment to responsiveness and service excellence
• Dependable, self-directed professional who thrives with accountability and minimal supervision
• Exceptional attention to detail with strong organizational and time-management skills
• Proficiency in Microsoft Word, Excel, and standard business systems

You'll Excel If You

• Take ownership of your work and pride in precision
• Enjoy collaborating with teammates while serving as a trusted resource for clients
• Bring professionalism, discretion, and consistency to every interaction
• Thrive in a fast-paced environment where priorities shift and accuracy is essential
• Value teamwork, accountability, and a culture of excellence

Why Join Us

The National Bank of Indianapolis is the city's only locally owned national bank. We are committed to delivering personalized service and trusted financial solutions to our community. Through our Wealth Management division, we provide comprehensive retirement, investment, and fiduciary services designed to support long-term success for individuals and organizations alike.

We invest in our people just as intentionally as we invest in our clients. Our employees feel respected, supported, and empowered to contribute meaningfully. We believe in collaboration, internal growth, and recognizing the impact each teammate makes. At NBOFI, your work matters-and so does your voice.

In Summary

Bring your expertise. Bring your attention to detail. Bring your commitment to service.

We'll provide the culture, support, and trust.

Together, we'll deliver excellence-every day.

The National Bank of Indianapolis is an Equal Opportunity Employer.All qualified applicants will receive consideration for employment regardless of, and will not be discriminated against on the basis ofrace, color, sex (including pregnancy), sexual orientation, gender identity, religion, national origin, age, veteran status, disability, genetic information, or other bases as protected by local, state, or federal law.

The National Bank of Indianapolis participates inE-Verify, a federal program that verifies the employment eligibility of newly hired employees. Employment is contingent upon verification of identity and authorization to work in the United States in accordance with federal law.