Wealth & Trust Operations Associate

Bravera Wealth; Bismarck (ND); On-site; USD 48,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Retirement plan with company match

Health insurance

Paid holidays

Paid time off (PTO)

Volunteer time

Stock options

Tuition reimbursement

Job summary

Bravera in Bismarck, ND is hiring a Wealth Associate to assist Wealth Advisors with trust account administration and client communications. The role emphasizes confidentiality, accuracy, and adherence to fiduciary duties, while supporting reports and client education materials.

The position requires 1–2 years of relevant experience, a high school diploma (Bachelor's preferred), and proficiency with MS Office. Travel may be required; compensation includes health benefits and PTO.

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.

Responsibilities

• Understand and act in accordance with fiduciary responsibilities.
• Assist with administration of accounts to meet trust needs and goals.
• Answer phones and respond to emails.
• Prepare reports and client education materials for presentations.
• Prepare account documents and reports on investment matters.
• Organize schedules and work output for the Department.
• Establish working relationships with customers.
• Assist with client education materials and meeting reports.
• Answer client inquiries and monitor file exceptions.
• Promote teamwork and Bravera Holdings across entities.

Skills

Communication skills

Detail oriented

Organizational skills

Initiative

Teamwork

Education

High school diploma

Bachelor's degree in Business Administration or related field

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

Job description

Bravera in Bismarck, ND is hiring a Wealth Associate to assist Wealth Advisors with trust account administration and client communications. The role emphasizes confidentiality, accuracy, and adherence to fiduciary duties, while supporting reports and client education materials.

The position requires 1–2 years of relevant experience, a high school diploma (Bachelor's preferred), and proficiency with MS Office. Travel may be required; compensation includes health benefits and PTO.