Wealth Associate

Bravera•Bismarck, ND

About The Position

Bravera is hiring a Wealth Associate in Minot, North Dakota. This customer-related position assists Wealth Advisors with the administration of trust accounts and supports the administration and operations of the Wealth Department. The role involves helping ensure trust needs and goals are met under governing instruments and company policies, maintaining customer relationships, and providing professional, confidential service. The employee will follow applicable trust rules and regulations, including the Bank Secrecy Act, and report suspicious activity to the BSA Officer. The position requires driving a company vehicle and some overnight travel.

Requirements

High school diploma.
One to two years of applicable job experience.
Self-motivated and able to use initiative.
Strong communication and effective listening skills.
Close attention to detail and strong organizational skills.
Proficiency with Microsoft Word, Excel, Outlook, PowerPoint, and other Office applications.
Must maintain a clear driving record to remain covered under Bravera's vehicle insurance provider.

Nice To Haves

Four years of post-secondary education preferred.
Knowledge of qualified retirement plan administration, personal trust administration, or investment management preferred.
Knowledge of retirement plan services and trust-related laws and regulations preferred.

Responsibilities

Understand and act in accordance with the legal responsibilities of a fiduciary.
Assist the Department Manager with account administration to ensure trust needs and goals are met as established by governing instruments and company policies and procedures.
Answer phones and respond to emails.
Assist with preparing reports for client presentations and educational materials.
Prepare account documents.
Prepare reports on company investment matters.
Help organize department schedules and work output proactively.
Establish working relationships with customers.
Assist with preparing and distributing client education materials.
Assist with proposals and client meeting reports.
Answer questions and inquiries from clients and their representatives.
Monitor file exceptions and assist Department Wealth Officers with corrections.
Know and follow current Bravera Wealth policies and procedures.
Promote teamwork and open communication across the Holding Company and its subsidiaries.
Promote the organization in the community through participation in civic and community events, activities, committees, and organizations.
Maintain confidentiality and professionalism regarding employee and customer information and issues.
Adhere to trust rules and regulations, including Bank Secrecy Act requirements; proactively help prevent illegal activity, watch for potential fraud including money laundering, and report suspicious activity to the BSA Officer.
Drive a company vehicle and undertake some overnight travel while maintaining a clear driving record to retain coverage under Bravera's vehicle insurance provider.
Contribute to the overall success of the organization by leveraging opportunities across Bravera Holdings Corp. entities.