Wealth Associate

Bravera Careers•Bismarck, ND

6d•Onsite

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, supporting client needs and goals in accordance with governing instruments and company policies and procedures. The role requires professional customer service, effective communication, careful task prioritization, attention to detail, and confidentiality. The Wealth Associate prepares account documents and reports for client presentations, educational materials, and company investment matters; supports proposals and client meetings; responds to client inquiries; and helps organize department schedules and work output. The position also includes monitoring file exceptions, following trust rules and regulations, supporting fraud prevention and reporting suspicious activity, and contributing to teamwork and community involvement. Driving a company vehicle and some overnight travel are required.

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.
Maintain a clear driving record to remain covered under the company’s vehicle insurance.
Ability to drive a company vehicle and undertake some overnight travel.

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 meet the needs and goals of trusts as established by governing instruments and company policies and procedures.
Answer phones and respond to emails.
Prepare reports for client presentations and educational materials, account documents, and reports on company investment matters.
Help organize department schedules and work output.
Establish working relationships with customers and respond to questions and inquiries from clients and their representatives.
Assist with preparing and distributing client education materials, proposals, and client meeting reports.
Monitor and assist Department Wealth Officers with correcting file exceptions.
Know and follow current Bravera Wealth policies and procedures, and adhere to trust rules and regulations, including Bank Secrecy Act requirements.
Vigilantly look for potential fraud or money laundering, proactively help prevent illegal activities, and report suspicious activity to the BSA Officer.
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 issues and information.
Drive a company vehicle and maintain a clear driving record to remain covered under Bravera’s vehicle insurance; undertake some overnight travel.
Contribute to the organization’s overall success by leveraging opportunities across Bravera Holdings Corp. entities.