ESTATE & TRUST SETTLEMENT ASSISTANT

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 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.

Business Development 

• 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.

Team Support

• 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

• Associate’s degree or higher in a related field (e.g., paralegal studies, finance, business administration)
• Previous experience in estate planning, trust administration, or a related legal/financial field is preferred.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Excellent verbal and written communication skills and interpersonal skills.
• High degree of professionalism and ability to handle sensitive and confidential information with discretion.
• Strong sense of responsibility and task ownership.
• Ability to multi-task and prioritize.
• Detail-oriented with a high level of accuracy.
• Strong organizational and time management skills
• Possess a strong work ethic and be able to learn quickly in a fast-paced environment.

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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