At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Trust Client Associate is responsible for all aspects of administration of assigned accounts. Assists Trust Officers in the daily administration of assigned accounts and provides office administration support. Interacts with other departments of the Nicolet to assure all aspects of service are being provided to meet client and company expectations.
As a Trust Client Associate, you will:
- Administer assigned accounts in accordance with governing instruments, division, and company policies, and local, state, and federal laws, rules, and regulations.
- Responsible for accounting specialization when authorized at department level which may include account opening and closing, estate settlement/trust termination, funding and distribution of assets, cash receipts and disbursements, and account and asset maintenance. Perform other Trust functions as required and when authorized.
- Prepare or assist with preparing statements and reports as requested.
- Handle or assist with account payments made on behalf of the grantor/beneficiary.
- Provide back-up administration on assigned accounts to include routine client contact regarding daily account administration. On appropriate accounts, may serve as the primary, regular client contact person, including initiate client calls and conduct routine retention calls.
- Assist Trust Officer in retention call preparation and follow-up including appointment scheduling, material preparation, reviewing accounts, and investment performance reporting; may attend meetings.
- Assist with the timely preparation and filing of fiduciary and personal tax returns and estimated payments.
- May serve as portfolio manager of assigned accounts provided appropriate experience and/or training is in place.
- Assist in the preparation of account documentation, investment review forms, or real estate review forms as requested.
- Provide back up of other assistant administrators and administrative assistants as warranted to allow continued office and account administration.
- Will serve as a primary problem-solver for client and account problems, sometimes without the need for assignment to the task by administrator and where appropriate for degree of problem, degree of risk and client sensitivity.
- Assist with RIA administration when needed, which would include but not limited to, account opening paperwork, customer service, form updates.
- Represent Nicolet Wealth Services and the Trust Division in a manner that maintains and expands business relationships.
- Attend bank and/or Wealth Services meetings as requested.
- Assist with preparation and/or presentation of trust sales projects or prospect communications.
- Attendance, punctuality, positive outlook and attitude, and the passion to turn challenges into opportunities are vital attributes necessary to be successful in this position.
- Maintains complete confidentiality with internal and external customer information.
- Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
- Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
- Performs all other duties as assigned.
Qualifications:
- 3-5 years administrative experience preferred but not required.
- High School graduate or equivalent
Knowledge, Skills, and Abilities:
- Team Player
- Active Communications
- Presentation Skills
- Problem Solving & Decision Making
- Adaptability
- Integrity
- Customer Orientation
- PC, phone system, general office equipment
- Attention to detail, ability to learn and use a variety of software.
- Microsoft Office Suite, particularly Word and Excel
- Maintain composure and communicate clearly when under pressure.
- Possess a strong work ethic and be able to learn quickly in a fast-paced environment.
- Organized and able to manage multiple priorities.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PTO & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled