Wealth Operations & Fiduciary Specialist

bellbank; North Dakota; On-site; USD 60,000 - 75,000; Full time

Job summary

Bell Bank is seeking an Administrative and Operations support professional for its Wealth Management Division. You will handle fiduciary and wealth management processes with confidentiality and strong client service.

Responsibilities include account administration, onboarding, processing transactions, and preparing reports for committees. You will support Wealth & Fiduciary Advisors and collaborate with internal teams to deliver excellent service.

Qualifications

• Bachelor’s Degree in Accounting, Finance, or Business Administration; or equivalent working experience.
• 2-4 years of relevant experience.
• Experience in the financial industry, preferred.
• Willingness to pursue continuing education (travel may be required).

Responsibilities

• Prepare and process new account and closed account documentation in compliance with internal policies and regulatory requirements.
• Coordinate with Wealth Operations to onboard accounts and facilitate asset transfers.
• Execute daily account transactions, including deposits, bill payments, ACH/wire transfers, and internal/external transfers.
• Complete initial and annual administrative account reviews; identify and resolve exceptions.
• Serve as primary support for Wealth & Fiduciary Advisors.
• Communicate professionally and promptly with clients, colleagues, and external partners.
• Provide assistance with the Total Wealth online platform and respond to client inquiries.
• Prepare account summaries, planning reports, and memos for committee meetings (WMAC and Steering Committee).
• Process net income distributions to beneficiaries per trust agreements.
• Maintain compliance with IRS, FDIC, and state regulatory requirements, as well as fiduciary and audit standards.
• Stay current on document retention standards and ensure adherence to internal policies and procedures.
• Perform notary and Medallion Signature Guarantee services.

Skills

Account administration

Operations

Analytics

Communication

Microsoft Office

OneSource

SEI

Salesforce

Nautilus

Time management

Education

Bachelor’s degree in Accounting/Finance/Business

Tools

OneSource

SEI

Salesforce

Nautilus

Job description

Bell Bank is seeking an Administrative and Operations support professional for its Wealth Management Division. You will handle fiduciary and wealth management processes with confidentiality and strong client service.

Responsibilities include account administration, onboarding, processing transactions, and preparing reports for committees. You will support Wealth & Fiduciary Advisors and collaborate with internal teams to deliver excellent service.