Trust Advisor

Overview

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, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. We believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

The Trust Advisor is responsible for administering Trust wealth accounts, including estates, trusts, and investment agencies, and for performing the daily operational functions of these accounts. The individual should have a strong background in internal policies and procedures, compliance initiatives and projects, and in general keep abreast of regulatory rules and Trust Operational functions. The role supports Fiduciary Officers with account management and business development responsibilities and focuses on meeting the needs of clients, trust beneficiaries and their advisors, co-fiduciaries, and internal bank employees.

• Manage customer accounts on a personal basis, resolving problems and providing information and assistance regarding investment management, statements of accounts, taxes, and remittances.
• Direct the Trust Operations Department regarding daily account transactions such as wire and cash transfers, ACH disbursements, bill paying, and the opening and closing of accounts.
• Monitor transactions for completion and accuracy.
• Coordinate investment transactions with the Investment Department, including monitoring cash balances daily for purchases, transferring sale proceeds to money market accounts, and handling client requests for purchases, sales, or gifting.
• Coordinate the transfer of incoming assets to new or existing accounts, and the transfer of outgoing assets for terminating accounts.
• Prepare correspondence, Excel spreadsheets (e.g., client budget worksheets, income projections, gifting schedules), assist with production of PowerPoint presentations and marketing materials.
• Coordinate and prepare tax-related payments information with clients and outside professionals.
• Provide information to Fiduciary Officers for client meetings.
• Organize with Fiduciary Officers to maintain client, beneficiary, and advisor information in client files and account records on database management and trust accounting systems; assist with contact management input, sales, expense, and other internal reports.
• Keep abreast of new regulations related to trust administration and legal and tax consequences of investment decisions and strategies.
• Participate in community and business activities to enhance the image and position of the Bank and to develop new business for the trust department.
• 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 work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classifications; commit to equal employment opportunities and non-discrimination with a willingness to pursue inclusion and respect toward different perspectives.
• Performs all other duties as assigned.

• Bachelor Degree in Finance or Business and/or equivalent experience in a financial institution or brokerage house.
• 3+ years' personal trust relationship management or related experience.
• Certified Trust and Financial Advisor (CTFA) certification or marked progress toward achieving and ability to attain within 2 years of employment.
• Client-centered focus with excellent strategic thinking and consultative skills.
• Strong organizational, multi-tasking and prioritizing skills.
• Proficiency with PC, phone systems, and general office equipment.
• Proficiency with Microsoft Office applications.
• Ability to maintain strict confidentiality.
• Ability to effectively promote Nicolet as bank of choice.
• Self-motivated and resourceful.

• Medical, Dental, Vision, & Life Insurance
• 401(k) with a company match
• PTO and 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