WI3804534

1

High School Diploma/GED

High School Diploma/GED Equivalent

Unspecified

40

JOB REQUIREMENTS: 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 Wealth Management Operations Assistant plays a crucial
role in supporting the Wealth Management department by ensuring the
efficient and effective execution of advisory operations. This position
provides administrative support by researching and updating client data
across applications, assisting in account maintenance efforts, reviewing
system data feeds, participating data integrity projects, and executing
on routine duties as assigned. The ideal candidate will have a strong
understanding of wealth management processes, excellent organizational
skills, and the ability to work collaboratively in a fast-paced
environment. As a Wealth Management Operations Assistant, you will:
Manage CRM system for Advisors and Support Staff including household
maintenance, account aggregation, client data reporting, and case
completion. Internal processing of clerical functions involved with
opening and closing client accounts, to ensure consistency across all
platforms. Maintain account aggregation system, pulling accounts into
households, reviewing accuracy of data feed into bank-wide CRM, and
monitoring ongoing synchs. Reconcile account information across
applications and external custodian sources. Set standard and uphold
internal client file and data integrity. Participate in the development,
composition, and adoption of team standard operating procedures. Provide
support to front-end office through user credential set-up and
maintenance. Assist in the onboarding of new hires and processing of
employee transitions and terminations. Ensure all activities comply with
internal policies and external regulations, identifying and mitigating
potential risks. Identify opportunities to streamline operations and
enhance efficiency, implementing\... For full info follow application
link. An Equal Opportunity Employer. All qualified applicants will
receive consideration for employment without regard to race, color,
religion, sex, sexual orientation, gender identity, national origin, or
protected veteran status and will not be discriminated against on the
basis of disability. If you have any questions or need assistance in the
application process, please contact HR at recruiting@nicoletbank.com
\*\*\*\*\* APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/06C42CE98D2E4514