Trust Client Services Associate

Nicolet National Bank; Iowa City (IA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) match

PTO & Holidays

Job summary

Nicolet National Bank is seeking a Trust Client Associate to support the daily administration of assigned accounts and assist Trust Officers in delivering high-quality service. This role involves handling account maintenance, statements, and fiduciary processes while ensuring compliance with laws and internal policies.

The position emphasizes confidentiality, teamwork, and effective communication across departments to meet client and bank objectives.

Qualifications

• 3-5 years administrative experience preferred but not required.
• High School graduate or equivalent

Responsibilities

• Administer assigned accounts in accordance with governing instruments, division, and company policies, and local, state, and federal laws, rules, and regulations.
• Responsible for accounting specialization when authorized at department level which may include account opening and closing, estate settlement/trust termination, funding and distribution of assets, cash receipts and disbursements, and account and asset maintenance.
• Prepare or assist with preparing statements and reports as requested.
• Handle or assist with account payments made on behalf of the grantor/beneficiary.
• Provide back-up administration on assigned accounts to include routine client contact regarding daily account administration.
• Assist Trust Officer in retention call preparation and follow-up including appointment scheduling, material preparation, reviewing accounts, and investment performance reporting; may attend meetings.

Skills

Team Player

Active Communications

Presentation Skills

Problem Solving & Decision Making

Adaptability

Integrity

Customer Orientation

Attention to detail

Microsoft Office

Excel

Organized

Education

High School graduate or equivalent

3-5 years administrative experience

Tools

Microsoft Word

Excel

PC/Office Equipment

Job description

Nicolet National Bank is seeking a Trust Client Associate to support the daily administration of assigned accounts and assist Trust Officers in delivering high-quality service. This role involves handling account maintenance, statements, and fiduciary processes while ensuring compliance with laws and internal policies.

The position emphasizes confidentiality, teamwork, and effective communication across departments to meet client and bank objectives.