JOB REQUIREMENTS: 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 employes
feel valued, respected, and supported. With locations in Wisconsin,
Michigan, Minnesota, 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 Estate & Trust Settlement Assistant supports the VP
Trust Officer and Estate and Trust Settlement team in managing and
administering fiduciary accounts for which Nicolet National Bank is
acting as trustee or personal representative. This role involves
coordinating with beneficiaries, financial institutions and legal
professionals to ensure the efficient and accurate settlement of estates
and trusts. They also provide office administration support and
interacts with other departments of the bank to assure all aspects of
service are being provided to meet client and company expectations. As
an Estate & Trust Settlement Assistant, you will: Account
Administration: Assist in the administration of estates and trust,
including asset collection, valuation and distribution. Responsible for
assisting in a range of estate and trust settlement activities,
including opening accounts, gathering assets, approving bills, reviewing
transactions, working with trust operations, understanding and applying
our policies and procedures, and performing initial/annual account
reviews. Prepare or assist with preparing statements and reports as
requested. 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 VP 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. Assist in the... For full
info follow application link. An Equal Opportunity Employer. All
qualified applicants will receive consideration for employment without
regard to race, color, religion, sex, sexual orientation, gender
identity, national origin, or protected veteran status and will not be
discriminated against on the basis of disability. If you have any
questions or need assistance in the application process, please contact
HR at recruiting@nicoletbank.com *** APPLICATION INSTRUCTIONS:
Apply Online: ipc.us/t/33917B4709134016
