Shire Jobs

JOB REQUIREMENTS: Nicolet National Bank Nicolet National Bank is an equal opportunity employer and VEVRAA Federal Contractor. M/F Disabled and Vet EEO/AA Location: GREEN BAY, WI, US Worker Category: FULL-TIME Job Class: Admin Assts 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. Provide administrative support to Financial Advisor/Advisors and team by preparing reports, scheduling client meetings, opening and processing new accounts, performing data entry, handling client service requests, fielding client phone calls and questions, and completing other projects and duties as assigned. As a Wealth Administrative Assistant, you will: * Manage Advisor(s) calendar and schedule client meetings. * Work with Advisor(s) to assist in preparing paperwork and documents for client meetings. * Interface with the custodian to open new accounts, update account information, fill out necessary forms and perform routine tasks such as updating mailing or other instructions. * Maintain information in the CRM system including entering meeting notes and performing account maintenance tasks. * Research and respond to client inquiries, changes, and account maintenance. * Process and submit paperwork, checks, and securities in a timely manner, following to completion. * Attend department meetings and stay current on knowledge of Wealth Management policies, procedures, products, etc. in ever changing regulatory environment. * Maintain internal client file integrity. * 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 Nicolet. * Ability to understand 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. 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 * High School diploma or equivalent. Administrative professional associates degree is preferred. * 1-3 years of administrative experience. * Experience in the investment industry is preferred. * PC, phone system, general office equipment * Ability to maintain strict confidentiality. * Solid judgment and decision-making skills * Proficiency with Microsoft Office applications. * Effective verbal and written communication skills and strong interpersonal skills. * Strong Equal Employment Opportunity/M/F/disability/protected veteran status Apply Here: https://www.click2apply.net/Y2jpYzHPKYzOYfRVYFV1w8 PI249566441 ***** APPLICATION INSTRUCTIONS: Apply Online: https://www.click2apply.net/Y2jpYzHPKYzOYfRVYFV1w8