Wealth Associate

Bravera Holdings Corp.; Bismarck, Northern (ND, KY); Hybrid; USD 45.000 - 60.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Self-motivated

Communication skills

Listening skills

Attention to detail

Organizational skills

Ausbildung

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

Jobbeschreibung

Bravera is hiring for a Wealth Associate in Bismarck, ND. Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward.

A Wealth Associate is a customer-related position responsible for assisting Wealth Advisors in the administration of trust accounts.

Measures of Success

• Offer exceptional customer service in a professional manner.
• Effectively communicates with Wealth Advisors and prioritizes tasks appropriately.
• Detail orientated.

Duties and Responsibilities

• Responsible for understanding and acting in accordance with the legal responsibilities of a Fiduciary.
• Assists the Department Manager in the administration of accounts to insure the needs and goals of the trust are met as established by the governing instrument and company policies and procedures.
• Responsible for answering phones and responding to emails.
• Assists with the preparation of various reports for client presentations and educational materials.
• Preparation of various account documents.
• Preparation of various reports on company investment matters.
• Proactively assist in organizing schedules and work output for their Department.
• Establish working relationships with customers.
• Assists with the preparation and distribution of client education materials.
• Assist with proposals and client meeting reports.
• Answering questions/inquiries from clients and their representatives.
• Monitor and assist Department Wealth Officers with correction of file exceptions.
• Knowing and following current Bravera Wealth policies and procedures.
• Responsible for promoting teamwork and open communication among all functions of the Holding Company and with Subsidiaries.
• Responsible for promoting the organization in the community through participation in various civic and community events, activities, committees, and organizations.
• Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information.
• The employee will adhere to all trust rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer.
• Will be required to drive a company vehicle with some overnight travel required. Must maintain a clear driving record in order to maintain coverage under Bravera’s vehicle insurance provider.
• Contribute to the overall success of the organization by leveraging opportunities as they relate to all entities of Bravera Holdings Corp.

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.

Location

Bismarck, ND

To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities. As a learning organization, we are committed to investing in the growth and development of our team members, offering training opportunities and tuition reimbursement.

Our Values

• Give and earn trust. We support and empower one another to earn trust through accountable performance.
• Learn, teach and mentor. We are a learning organization that invests in growth and development.
• Collaborate and innovate. We work together to drive continuous improvement to enhance your experience.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c).

Education

Required

High School or better.

Preferred

Bachelors or better in Business Administration or related field.

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.