Investment Review & Trust Services Project Coordinator
Summary
A Trust Services coordinator at Nicolet National Bank conducts initial and annual investment reviews of trust accounts to ensure compliance with investment policy statements and fiduciary standards, while providing broad administrative and reporting support to the team. The role works with Microsoft Office (Word/Excel) and wealth management/trust accounting platforms.
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:
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Trust Investment Reviews: Conduct initial and annual investment reviews for trust accounts to ensure holdings align with governing documents and Investment Policy Statements (IPS).
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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.
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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.
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Committee Preparation: Prepare and organize reporting for Investment and Trust committees, ensuring all documentation is accurate and archived for audit purposes.
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System Maintenance: Utilize wealth management platforms to update account attributes, pull data for reviews, and ensure the integrity of client information.
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Procedure Development: Create and maintain written procedures for investment review workflows and new administrative processes as they are implemented.
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Departmental Collaboration: Collaborate with all wealth management staff to streamline daily workflows, facilitate account updates, and provide cross-departmental project support as needed.
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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:
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Bachelor’s degree in Business, Finance, or related field or equivalent work experience.
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1-3 years of financial services experience.
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PC, phone system, general office equipment, etc.
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Microsoft Office Suite, specifically Word and Excel.
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Ability to learn and use a variety of software and departmental applications.
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Attention to detail and ability to follow-through on corrective actions.
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Maintain composure and communicate effectively when under pressure.
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Possess a strong work ethic and ability learn quickly in a fast-paced environment.
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Maintain organization and ability to prioritize and manage multiple tasks and projects.
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Effective verbal and written communication skills and strong interpersonal skills.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PTO & 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