Wealth & Trust Operations 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 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.