Fiduciary Wealth Operations Specialist

Bravera Wealth; Bismarck (ND); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Paid holidays

Paid time off (PTO)

Stock opportunities

Job summary

Bravera Wealth in Bismarck, ND is seeking a Wealth Operations Associate to support retirement plan services. You will handle fiduciary duties, Relius system maintenance, client statements, and payroll processing for plan participants.

Role requires attention to detail, strong communication, and teamwork. Travel with a company vehicle may be required; a commitment to confidentiality is essential. Competitive benefits are offered.

Qualifications

• . Responsible for fiduciary responsibilities and daily operations within retirement plan services.
• .

Responsibilities

• Understand and act in accordance with fiduciary responsibilities.
• Maintain and operate the Relius retirement plan system.
• Input employee contribution data and generate client/participant statements.
• Process payroll information for retirement plan clients.
• Monitor and reconcile daily transactions; assist in balancing.
• Prepare reports by account/plan as requested by advisors/management.
• Answer client inquiries under supervision.
• Maintain web-set up for participants and plan sponsors.

Skills

Attention to detail

Communication skills

Team collaboration

Numerical accuracy

Initiative

Education

High School Diploma or equivalent

Tools

Relius

Excel

Word

Payroll systems

Job description

Bravera Wealth in Bismarck, ND is seeking a Wealth Operations Associate to support retirement plan services. You will handle fiduciary duties, Relius system maintenance, client statements, and payroll processing for plan participants.

Role requires attention to detail, strong communication, and teamwork. Travel with a company vehicle may be required; a commitment to confidentiality is essential. Competitive benefits are offered.