Wealth Administration Associate

Bravera Holdings Corp.; Bismarck, Northern (ND, KY); Hybrid; USD 45,000 - 60,000; Full time

Job summary

Bravera Holdings Corp. in Bismarck, ND is seeking a Wealth Associate to assist Wealth Advisors in administering trust accounts and client communications. You will handle schedules, prepare reports, and support fiduciary responsibilities with discretion and confidentiality.

Ideal candidates have 1–2 years of related experience, strong written and verbal communication skills, proficiency with MS Office, and a commitment to regulatory compliance and customer service excellence.

Qualifications

• Education: High school diploma with 4 years of post-secondary education preferred.
• Experience: 1 to 2 years of applicable job experience.
• 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.
• Must be self-motivated and use initiative;
• Strong communication skills and effective listening skills;
• Close attention to details and strong organizational skills; and
• Be proficient with Microsoft Word, Excel, Outlook, PowerPoint and other Office applications.

Responsibilities

• Understand and act in accordance with the fiduciary responsibilities.
• Assist Department Manager in administration of accounts to meet trust needs and goals.
• Answer phones and respond to emails.
• Prepare client presentations and educational materials.
• Prepare account documents and investment reports.
• Organize schedules and workload for the department.
• Establish working relationships with customers.
• Assist with client education materials and meeting reports.
• Respond to client inquiries and follow up as needed.
• Monitor file exceptions and follow Bravera Wealth policies.

Skills

Self-motivated

Communication skills

Listening skills

Attention to detail

Organizational skills

Education

High school diploma with 4 years post-secondary education preferred

Bachelor's or better in Business Administration or related field

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Job description

Bravera Holdings Corp. in Bismarck, ND is seeking a Wealth Associate to assist Wealth Advisors in administering trust accounts and client communications. You will handle schedules, prepare reports, and support fiduciary responsibilities with discretion and confidentiality.

Ideal candidates have 1–2 years of related experience, strong written and verbal communication skills, proficiency with MS Office, and a commitment to regulatory compliance and customer service excellence.