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Nicolet National Bank · 1 hour ago

Trust Advisor

West Des Moines, IA

Full-time

Onsite

Mid Level

3+ years exp

Nicolet National Bank is committed to community banking and serving customers with excellence. The Trust Advisor will administer Trust wealth accounts and support Fiduciary Officers with account management and business development responsibilities.

BankingFinanceFinancial Services

Responsibilities

Manage customer accounts on a personal basis that include resolving problems, providing customers with 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 but not limited to monitoring cash balances daily for purchases, transferring sales proceeds to money market accounts and following up on client’s requests for purchases, sales or gifting

Coordinate the transfer of incoming assets to new or existing accounts, as well as the transfer of outgoing assets for terminating accounts

Prepare correspondence, Excel spreadsheets (i.e., miscellaneous reports for client budget worksheets, income projections and gifting schedules), assist with the 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

Keeps abreast of new regulations relative 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 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

Qualification

Trust relationship managementCertified TrustFinancial AdvisorMicrosoft Office proficiencyStrategic thinkingOrganizational skillsConfidentialitySelf-motivated