Wealth Management Operations Associate
Bismarck, ND, United States16h ago
Free account needed to apply or save. It takes a minute, and we'll bring you right back to this job.
How well do you match this job?
Key details
- Location
- Bismarck, ND, United States
- Work style
- Onsite
- Level
- Entry level
- Job type
- Full-time
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 16h ago
Skills
About the role
Wealth Management Operations Associate (BNC National Bank, Bismarck, ND - Downtown Branch)
We're looking for a detail-oriented professional with strong analytical skills and a commitment to accuracy. If you're ready to grow your career in wealth management operations, apply today!
BNC National Bank. Transforming the way people bank.
Banking isn't just about transactions; it's about relationships. That's why we nurture individual relationships with our customers and the communities we serve.
Be a part of a team that celebrates your potential and supports your aspirations. As a team, our differences - and our drive - give us the power to serve our customers better. Whatever makes you unique - and allows you to thrive - could make you the right fit for our team!
We invest in our team (and in you). We believe in taking care of our own. Enjoy comprehensive benefits such as paid holidays and volunteer time; generous vacation, sick, and maternity leave; health, dental, and vision coverage; employer HSA contributions; exclusive banking discounts; and a competitive 401(k) match.
Job Summary:
Join our team as a Wealth Management Operations Associate, where you'll play a key role in supporting our wealth management and trust operations. This position is responsible for:
- Being the daily liaison for all income processing and securities movement.
- Balancing the trust accounting system and DDA/MMA accounts.
- Processing and reviewing all OFAC/FinCEN compliance reports.
- Verifying proxy records are accurate and resolving any special proxy handling.
- Preparing various, periodic operational reviews and reports.
- Assisting in internal and external audit activity.
Additional duties with this position will vary depending upon the initiative/needs of BNC's Wealth Management Division.
Benefits:
- Generous Paid Vacation Time, Paid Sick Time, Paid Maternity Leave Benefits, and Paid Holidays
- Medical, Dental, and Vision Insurance
- Health Savings Account, including Employer Contribution
- Flexible Spending Account
- 401(k) w/Company Match
- Company-Paid Life and AD&D Insurance
- Employee Assistance Program
- Paid Volunteer Opportunities
- Health Club Reimbursement Program
- Continuing Education Opportunities
- and MUCH MORE!
Qualifications:
Knowledge & Skills
- General understanding of balancing and reconciling various business/accounting activities.
- Ability to demonstrate a high level of ethical standards, prioritizing integrity and confidentiality.
- Proficiency in PC software, including Microsoft Office Suite, and other network applications required for the position.
- Excellent verbal and written communication skills.
- Excellent interpersonal and relationship management skills.
- Excellent organizational skills and attention to detail.
- Strong analytical and problem-solving skills.
Experience & Education
- Bachelor's degree in business administration, accounting, finance, or another related field preferred
- Experience in wealth management, investments or stocks & bonds operations, or another related field preferred
BNC National Bank is an equal opportunity employer.