Employee Benefits & Wealth Management Operations Associate (Bismarck, ND)

Banque Nationale du Canada; Bismarck (ND); On-site; USD 34,000 - 39,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Health Savings Account with Employer

401(k) with Match

Paid Vacation Time

Job summary

BNC National Bank is seeking an entry-level Employee Benefits & Wealth Management Operations Associate in the Wealth Management Division, located in downtown Bismarck, ND. You will support day-to-day retirement and wealth management account operations and learn from experienced professionals.

Responsibilities include processing transactions, preparing reports, handling inquiries, and coordinating with internal and external partners while maintaining confidentiality and accuracy in all records.

Qualifications

• Experience or knowledge of retirement and trust accounts is beneficial.
• Knowledge of depository products and treasury/cash management services beneficial.
• General knowledge of accounting principles.
• Ability to maintain confidentiality and handle sensitive information discreetly.
• Strong communication and customer service skills.
• Excellent attention to detail and accuracy.
• Strong time management and ability to meet deadlines.
• Ability to review data and identify/resolution of errors.

Responsibilities

• Assist with the administration of retirement and wealth management accounts.
• Process contributions, distributions, loans, rollovers, and other account transactions.
• Support daily operational activities including income processing and reconciliations.
• Prepare routine reports and reconciliations for account administration and compliance.
• Respond to client and participant inquiries via phone, email, and online tools.
• Assist with online account tools and general support requests.
• Maintain records and handle confidential information with care.
• Collaborate with internal teams and external partners to resolve routine issues.
• Support audits, reviews, and special projects as assigned.
• Perform additional administrative duties to support Wealth Management.

Skills

Strong communication

Customer service

Attention to detail

Time management

Data review & accuracy

Confidentiality

Education

Bachelor's degree in Business Administration or Finance

Job description

Locations

• Showing 1 location Bismarck Main Branch 322 E Main Ave Bismarck, ND 58501, USA
• On-site
• Pay or shift range: $25 USD to $28 USD
• Wealth Management
• Full-Time

Description

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 .

Key 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

Qualifications & Experience

• 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

Preferred

• 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)

Why BNC National Bank?

At BNC, we’re proud of our community roots and strong relationships. We value our employees and are committed to creating a supportive workplace that encourages long-term career development. When you join BNC, you're joining a team that believes in trust, integrity, and service excellence.

Pay

• Starting wage $26 - $28/hr., depending on experience

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!

BNC National Bank is an equal opportunity employer. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.