Wealth Management Operations Associate
BNC National Bank
Bismarck, ND0–2 yrs1h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years · Bachelor's degree
- Must know
- AuditingMicrosoft Office
- Nice to have
- OperationsAccounting
- Work
- On-site in Bismarck
- Pay
- Not stated by the employer.
- Skill demand
- Operations59%Microsoft Office39%Accounting30%Auditing14%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 9, 2026 · still open
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About the Role
Join BNC National Bank as a Wealth Management Operations Associate, playing a key role in supporting wealth management and trust operations.
Key Responsibilities
- Serve as the daily liaison for all income processing and securities movement.
- Balance the trust accounting system and DDA/MMA accounts.
- Process and review all OFAC/FinCEN compliance reports.
- Verify proxy records for accuracy and resolve any special proxy handling.
- Prepare various, periodic operational reviews and reports.
- Assist in internal and external audit activity.
- Additional duties will vary depending upon the initiative/needs of BNC's Wealth Management Division.
Requirements & Tech Stack
- Proficiency in PC software, including Microsoft Office Suite, and other network applications.
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.
- 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.