Wealth Associate

Bravera; Fargo (ND); On-site; USD 50,000 - 70,000; Full time

Job summary

Bravera in Fargo and Minot, ND is seeking a Wealth Associate to support Wealth Advisors in trust account administration. The role includes client interactions, preparing reports, and ensuring compliance with fiduciary responsibilities.

The position emphasizes confidentiality, accuracy, and proactive collaboration with all Bravera Wealth colleagues to deliver exceptional service and maintain regulatory standards.

Qualifications

• Customer-focused, professional communication with clients and advisors.
• Detail-oriented with accuracy in trust account administration.
• Ability to adhere to fiduciary responsibilities and bank secrecy regulations.

Responsibilities

• Assist Wealth Advisors in administration of trust accounts.
• Answer phones and respond to emails; prepare client reports and educational materials.
• Prepare account documents and investment reports; organize department schedules.

Skills

Customer service

Communication

Attention to detail

Fiduciary compliance

Job description

Bravera is hiring for a Wealth Associate in Fargo and Minot, 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.