Trust Operations Specialist

About the role

The Trust Operations Specialist plays a crucial role in the Trust department of Nicolet National Bank. This position is responsible for various trust accounting functions, including balancing cash accounts, processing transactions, and generating reports to monitor Trust business.

Responsibilities

• Process transactions on the Trust Accounting system, adhering to Department policies and procedures (including dual control).
• Reconcile Trust-related accounts and generate reports to assist in monitoring Trust business.
• Update account records and prepare monthly reports and customized reports as necessary.
• Coordinate materials and prepare responses for examiners/auditors.
• Help with quarter-end and year-end reports, including 1099s, 5498s, and other tax-related reporting.
• Review operations and accounting procedures to increase effectiveness and efficiency.
• Answer telephones to provide support for online trust account access and assist other trust personnel as needed.
• Develop and maintain relationships with bank personnel and assist strategic partners on matters regarding existing or new accounts and clients.
• Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations.
• Communicate the value of diversity within the workplace and work successfully with others without regard to non-job-related classifications.

Requirements

• A high school diploma is required.
• An associate’s degree or bachelor’s degree in Accounting/Finance or equivalent work experience is preferred.
• One to three years of administrative, operational, or related experience is required.
• Trust Operations experience is preferred but not required.
• Proficiency with Microsoft Office applications is required.
• Ability to maintain strict confidentiality and effectively promote Nicolet as a bank of choice is essential.
• Strong organizational, multi-tasking, and prioritizing skills are required.
• A self-motivated and resourceful individual is preferred.

Qualifications

• A high school diploma is required.
• An associate’s degree or bachelor’s degree in Accounting/Finance or equivalent work experience is preferred.
• One to three years of administrative, operational, or related experience is required.
• Trust Operations experience is preferred but not required.
• Proficiency with Microsoft Office applications is required.
• Ability to maintain strict confidentiality and effectively promote Nicolet as a bank of choice is essential.
• Strong organizational, multi-tasking, and prioritizing skills are required.
• A self-motivated and resourceful individual is preferred.

Skills

• Microsoft Office proficiency.
• Confidentiality and customer service skills.
• Organizational and multi-tasking abilities.
• Effective communication and interpersonal skills.

Benefits

• Medical, Dental, Vision, & Life Insurance
• 401(k) with a company match
• PTO & 11 1/2 Paid Holidays

Pay

Negotiable based on experience and qualifications.

Schedule

Full-time position.