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Investment Review & Trust Services Coordinator
Job in
Green Bay, Brown County, Wisconsin, 54311, USA
Listed on 2026-09-07
Listing for:
Socket.dev
Full Time
position Listed on 2026-09-07
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Nicolet National Bank is seeking an Investment Review & Trust Services Project Coordinator to support trust accounts and the Trust Services team. You will conduct formal reviews, ensure compliance with IPS and fiduciary standards, and help with reporting and operations.
You will assist with data entry, account maintenance, and committee reporting, using wealth management platforms and standardized procedures to maintain data integrity and audits.
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