Wealth & Trust Admin Associate

Bravera Holdings Corp.; Minot (ND); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

Health insurance

Paid holidays

Tuition reimbursement

Job summary

Bravera Holdings Corp. in Minot, ND seeks a Wealth Associate to support Wealth Advisors with trust account administration and client service. You will handle calls, emails, and prepare reports and education materials to help clients meet their goals.

The role emphasizes confidentiality, compliance with fiduciary responsibilities, and collaboration across Bravera’s Wealth team. A high school diploma with post-secondary education is preferred, with 1–2 years of related experience and proficiency

Qualifications

• High school diploma with 4 years of post-secondary education preferred.
• 1–2 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 with initiative; strong communication skills and listening abilities.

Responsibilities

• Assist in the administration of trust accounts and support Wealth Advisors.
• Answer phones and respond to emails in a timely manner.
• Prepare reports for client presentations and educational materials.
• Prepare account documents and reports on investment matters.
• Organize schedules and work output for the department.
• Build working relationships with customers and assist with client education materials.

Skills

Communication skills

Active listening

Attention to detail

Organizational skills

Education

High School diploma with 4 years of post-secondary education preferred

Bachelor's degree in Business Administration or related field

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

Bravera Holdings Corp. in Minot, ND seeks a Wealth Associate to support Wealth Advisors with trust account administration and client service. You will handle calls, emails, and prepare reports and education materials to help clients meet their goals.

The role emphasizes confidentiality, compliance with fiduciary responsibilities, and collaboration across Bravera’s Wealth team. A high school diploma with post-secondary education is preferred, with 1–2 years of related experience and proficiency