Estate & Trust Settlement Administrator

Nicolet National Bank
life insurance, paid holidays, 401(k)

Mar 26, 2025
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 employes 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. 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 Estate & Trust Settlement Administrator will oversee the administration and settlement of estates and trusts. This role involves managing the entire process, from asset collection and valuation to distribution, while ensuring compliance with legal and regulatory requirements. As an Estate & Trust Settlement Administrator, you will: Manage the administration of estates and trusts, including asset collection, valuation and distribution. Prepare and file necessary legal documents, such as probate applications and tax returns. Serve as the primary point of contact for beneficiaries, financial institutions, and legal professionals. Maintain accurate records and documentation for each estate and trust case. Coordinate the payment of debts, taxes and other obligations for the estate or trust. Schedule and organize meetings, appointments and court dates as needed. Provide guidance and support to the Estate and Trust Settlement Team, Trust Officers and Trust Relationship Managers. Ensure compliance with all legal and regulatory requirements. Responsible for a range of estate and trust settlement activities, including opening accounts, gathering assets, approving bills, reviewing transactions, working with trust operations, understanding and applying our policies and procedures, and performing initial/annual account reviews. Prepare or assist with preparing statements and reports as requested. Provide back-up administration on assigned accounts to include routine client contact regarding daily account administration. On appropriate accounts, may serve as the primary, regular client contact person, including initiate client calls and conduct routine retention calls. Assist VP Trust Officer in retention call preparation and follow-up including appointment scheduling, material preparation, reviewing accounts, and investment performance reporting; may attend meetings. Assist in the preparation of account documentation, investment review forms, or real estate review forms as requested. Attendance, punctuality, positive outlook and attitude, and the passion to turn challenges into opportunities are vital attributes necessary to be successful in this position. Maintains complete confidentiality with internal and external customer information. 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: Bachelor's degree or higher in a related field (e.g., paralegal studies, finance, business administration) or equivalent work experience Previous experience in estate planning, trust administration, or a related legal/financial field is preferred Proficiency in Microsoft Office Suite (Word, Excel, Outlook) Excellent verbal and written communication skills and interpersonal skills High degree of professionalism and ability to handle sensitive and confidential information with discretion Strong sense of responsibility and task ownership Ability to multi-task and prioritize Detail-oriented with a high level of accuracy Strong organizational and time management skills Possess a strong work ethic and be able to learn quickly in a fast-paced environment Leadership and team coordination skills Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays #LI-SS1 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