Retirement Plan Associate

Bravera Wealth is hiring for a Retirement Plan Associate in Bismarck, ND.  Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward. 

This position is responsible for performing various duties relating to the administration of retirement plan services account which includes: answering phone calls and emails from retirement plan participants, assisting participants with accessing account and requesting disbursement and/or loans, and other general inquiries.

MEASURES OF SUCCESS:

1. Provide excellent customer service to retirement plan clients through email, phone, and in-person interactions.
2. Complete detail-orientated plan correspondence, client presentation preparation materials, and other various projects.
3. Strong Microsoft Office and phone skills.

DUTIES AND RESPONSIBILITIES:

1. Responsible for understanding and acting in accordance with the legal responsibilities of a Fiduciary.
2. Responsible for certain maintenance areas of the retirement plan services participant record-keeping system (Relius) for Bravera Wealth.
3. Input of employee census information and updates on the Relius system.
4. Verify payroll and census information for retirement plan services’ clients.
5. Preparation of various reports by account, plan, and/or Company, as requested by the department Officer or Management.
6. Answering questions/inquiries from retirement plan participants and service providers.
7. Assist and interact with participants and plan sponsors with website access and activity by way of in person, email, phone, fax and mail.
8. Assist the department Manager with plan reports, as needed.
9. Assist with organizing schedules and work output for the Department.
10. Assist with the preparation and distribution of participant education materials.
11. Knowing and adhering to current Wealth Company policies and procedures.
12. Responsible for promoting teamwork and open communication among all functions of the Holding Company and with Subsidiaries.
13. Responsible for promoting the organization in the community through participation in various civic and community events, activities, committees, and organizations.
14. Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information.
15. The employee will adhere to all trust rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer. 
16. Will be required to drive a company vehicle as travel may be necessary.  Must maintain a clear driving record in order to maintain coverage under Bravera’s vehicle insurance provider.  
17. Contribute to the overall success of the organization by leveraging opportunities as they relate to all entities of Bravera Holdings Corp.

QUALIFICATIONS:

1. 1. Education: HS diploma or equivalence, with 2-4 years of post-secondary education preferred;
   2. Experience: Applicable job experience of less than five years in trust department/accounting/banking/benefits background;
   3. Ability to work in a team setting and be self-motivated;
   4. Strong communication skills and effective listening skills;
   5. Close attention to details and strong organizational skills;
   6. Willing to learn new tasks and not afraid to take on a new challenge;
   7. Ability to work with numbers accurately and attentively;
   8. Knowledge of general accounting/bookkeeping principles along with knowledge of Microsoft Word and Excel is necessary;
   9. Knowledge of retirement plan services administration preferred.

Location

Bismarck, ND

Benefits

To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities. As a learning organization, we are committed to investing in the growth and development of our team members, offering training opportunities and tuition reimbursement.

Our Values

• Give and earn trust. We support and empower one another to earn trust through accountable performance.
• Learn, teach and mentor. We are a learning organization that invests in growth and development.
• Collaborate and innovate. We work together to drive continuous improvement to enhance your experience.

Want to learn more about careers with Bravera? Go to bravera.bank/careers.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c).