Wealth Management Operations Associate - Entry-Level

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

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.