Employee Benefits & Wealth Management Operations Associate (Bismarck, ND)
About The Position
Employee Benefits & Wealth Management Operations Associate (Wealth Management Division, Bismarck, ND) BNC National Bank is hiring for an entry-level position in the Wealth Management Division in downtown Bismarck, ND. The Employee Benefits & Wealth Management Operations Associate supports the day-to-day operations of BNC National Bank's Wealth Management Division. This entry-level role offers hands-on experience working with retirement, trust, and wealth management accounts while learning directly from experienced professionals. This position will work closely with the VP of Employee Benefits and the Wealth Management Officers .
Requirements
- Knowledge in the areas of retirement and trust accounts beneficial
- Knowledge of depository products and treasury/cash management services beneficial
- General knowledge of accounting principles
- Ability to maintain confidentiality and handle sensitive information discretely
- Strong communication skills and customer service talents
- Superb attention to detail and acute accuracy
- Excellent time management skills with a proven ability to meet deadlines
- Ability to review and analyze data, and identify and resolve errors
Nice To Haves
- Experience managing or administering 401(k) or other retirement plans (with or without TPAs), including recordkeeping and reconciliation of plan data
- B.A. or B.S. in Business Administration, Finance, or related field (relevant work experience in lieu of education requirements may be accepted)
Responsibilities
- Assist with the administration of retirement and wealth management accounts, including 401(k) plans, IRAs, agency accounts, and trust accounts
- Process contributions, distributions, loans, rollovers, and other account transactions accurately and on time
- Support daily operational activities, including income processing, security transactions, and basic account and position reconciliations
- Help prepare routine reports and reconciliations to support account administration and compliance needs
- Respond to client, plan sponsor, and participant inquiries via phone, email, and online tools, providing friendly and professional customer service
- Assist with online account tools and general support requests, escalating more complex issues as needed
- Maintain accurate records and documentation while handling confidential information with care
- Collaborate with internal teams and external partners to resolve routine account issues and discrepancies
- Support audits, reviews, and special projects as assigned
- Perform additional administrative and operational duties to support the Wealth Management team
Benefits
- Medical, Dental, and Vision Insurance
- Health Savings Account, w/Employer Contribution
- Flexible Spending Account
- 401(k) w/ 5% Match
- Paid Vacation Time - 120 hrs./yr
- Paid Sick Time - 48 hrs./yr
- Paid Maternity Leave Benefits
- Paid Holidays & Paid Volunteer Time
- Health Club Program and MUCH more!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
