Investment Review Trust Services

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 employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, 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 Investment Review & Trust Services Project Coordinator is responsible for possessing a foundational understanding of trust and investment principles and thriving in an entrepreneurial environment. The individual will be primarily responsible for conducting formal investment reviews on trust accounts to ensure compliance with investment policy statements and fiduciary standards. Additionally, the individual will provide broad administrative support to the Trust Services team, assisting with reporting, documentation, and operational and other departmental projects. As an Investment Review & Trust Services Project Coordinator, you will: Trust Investment Reviews: Conduct initial and annual investment reviews for trust accounts to ensure holdings align with governing documents and Investment Policy Statements (IPS). Fiduciary Oversight: Identify and document any account exceptions or deviations from established asset allocations and coordinate with the applicable service team (i.e. Portfolio Managers, Trust Advisors, etc.) to ensure corrective actions are taken. Administrative Support: Assist with broad operational and administrative tasks, including data entry into trust accounting systems, account maintenance, and supporting the daily administrative needs of the Trust department. Committee Preparation: Prepare and organize reporting for Investment and Trust committees, ensuring all documentation is accurate and archived for audit purposes. System Maintenance: Utilize wealth management platforms to update account attributes, pull data for reviews, and ensure the integrity of client information. Procedure Development: Create and maintain written procedures for investment review workflows and new administrative... 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 [email protected] ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/4AF5FB2C9E894032