Wealth Management Operations Associate; Bismarck, ND
Listed on 2026-02-10
-
Finance & Banking
Office Administrator/ Coordinator
Employee Benefits & Wealth Management Operations Associate (Bismarck, ND)
Job Category: Wealth Management
Requisition Number: EMPLO
001277
Apply now
- Posted :
February 5, 2026 - Full-Time
- On-site
Showing 1 location
Bismarck Main
Bismarck Main Branch
322 E Main Ave
Bismarck, ND 58501, USA
Bismarck Main
Bismarck Main Branch
322 E Main Ave
Bismarck, ND 58501, USA
- Pay or shift range: $25 USD to $28 USD
The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.
Employee Benefits & Wealth Management Operations Associate (Wealth Management Division, Bismarck, ND)
BNC National Bank is hiring for an entry-level position in the Wealth Management Division in downtown Bismarck, ND. The Employee Benefits & Wealth Management Operations Associate supports the day-to-day operations of BNC National Bank's Wealth Management Division. This entry-level role offers hands-on experience working with retirement, trust, and wealth management accounts while learning directly from experienced professionals. This position will work closely with the VP of Employee Benefits and the Wealth Management Officers .
Key Responsibilities
- Assist with the administration of retirement and wealth management accounts, including 401(k) plans, IRAs, agency accounts, and trust accounts
- Process contributions, distributions, loans, rollovers, and other account transactions accurately and on time
- Support daily operational activities, including income processing, security transactions, and basic account and position reconciliations
- Help prepare routine reports and reconciliations to support account administration and compliance needs
- Respond to client, plan sponsor, and participant inquiries via phone, email, and online tools, providing friendly and professional customer service
- Assist with online account tools and general support requests, escalating more complex issues as needed
- Maintain accurate records and documentation while handling confidential information with care
- Collaborate with internal teams and external partners to resolve routine account issues and discrepancies
- Support audits, reviews, and special projects as assigned
- Perform additional administrative and operational duties to support the Wealth Management team
Qualifications & Experience
- Knowledge in the areas of retirement and trust accounts beneficial
- Knowledge of depository products and treasury/cash management services beneficial
- General knowledge of accounting principles
- Ability to maintain confidentiality and handle sensitive information discretely
- Strong communication skills and customer service talents
- Superb attention to detail and acute accuracy
- Excellent time management skills with a proven ability to meet deadlines
- Ability to review and analyze data, and identify and resolve errors
Preferred
- Experience managing or administering 401(k) or other retirement plans (with or without TPAs), including recordkeeping and reconciliation of plan data
- B.A. or B.S. in Business Administration, Finance, or related field (relevant work experience in lieu of education requirements may be accepted)
Why BNC National Bank?
At BNC, we’re proud of our community roots and strong relationships. We value our employees and are committed to creating a supportive workplace that encourages long-term career development. When you join BNC, you're joining a team that believes in trust, integrity, and service excellence.
Pay
- Starting wage $26 - $28/hr., depending on experience
- Medical, Dental, and Vision Insurance
- Health Savings Account, w/Employer Contribution
- Flexible Spending Account
- 401(k) w/ 5% Match
- Paid Vacation Time - 120 hrs./yr
- Paid Sick Time - 48 hrs./yr
- Paid Maternity Leave Benefits
- and MUCH more!
Apply Today!
If you’re ready to take the next step in your Wealth Management career, apply now and become part of a team that values you and the work you do every day.
BNC National Bank is an equal opportunity employer.
Qualifications Skills Behaviors:
Motivations:
Education Experience Licenses & CertificationsEqual Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).