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 Administrator will oversee
the administration and settlement of estates and trusts. This role
involves managing the entire process, from asset collection and
valuation to distribution, while ensuring compliance with legal and
regulatory requirements. As an Estate & Trust Settlement Administrator,
you will: Manage the administration of estates and trusts, including
asset collection, valuation and distribution. Prepare and file necessary
legal documents, such as probate applications and tax returns. Serve as
the primary point of contact for beneficiaries, financial institutions,
and legal professionals. Maintain accurate records and documentation for
each estate and trust case. Coordinate the payment of debts, taxes and
other obligations for the estate or trust. Schedule and organize
meetings, appointments and court dates as needed. Provide guidance and
support to the Estate and Trust Settlement Team, Trust Officers and
Trust Relationship Managers. Ensure compliance with all legal and
regulatory requirements. Responsible for 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... 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/C1348B2D23F4423C
