Bravera · 2 months ago
Retirement Plan Associate
Dickinson, ND
Full-time
Onsite
Entry Level
5+ years expBravera Wealth is an employee- and director-owned company committed to helping employees forge new paths in their careers. The Retirement Plan Associate is responsible for administering retirement plan services accounts, providing excellent customer service to participants, and completing various administrative duties to enhance overall efficiency.
BankingFinancial ServicesLendingWealth Management
Responsibilities
Responsible for understanding and acting in accordance with the legal responsibilities of a Fiduciary
Responsible for certain maintenance areas of the retirement plan services participant record-keeping system (Relius) for Bravera Wealth
Input of employee census information and updates on the Relius system
Verify payroll and census information for retirement plan services’ clients
Preparation of various reports by account, plan, and/or Company, as requested by the department Officer or Management
Answering questions/inquiries from retirement plan participants and service providers
Assist and interact with participants and plan sponsors with website access and activity by way of in person, email, phone, fax and mail
Assist the department Manager with plan reports, as needed
Assist with organizing schedules and work output for the Department
Assist with the preparation and distribution of participant education materials
Knowing and adhering to current Wealth Company policies and procedures
Responsible for promoting teamwork and open communication among all functions of the Holding Company and with Subsidiaries
Responsible for promoting the organization in the community through participation in various civic and community events, activities, committees, and organizations
Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information
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
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
Contribute to the overall success of the organization by leveraging opportunities as they relate to all entities of Bravera Holdings Corp
Qualification
Required
HS diploma or equivalence, with 2-4 years of post-secondary education preferred
Applicable job experience of less than five years in trust department/accounting/banking/benefits background
Ability to work in a team setting and be self-motivated
Strong communication skills and effective listening skills
Close attention to details and strong organizational skills
Willing to learn new tasks and not afraid to take on a new challenge
Ability to work with numbers accurately and attentively
Knowledge of general accounting/bookkeeping principles along with knowledge of Microsoft Word and Excel is necessary
Preferred
Knowledge of retirement plan services administration
Benefits
Competitive salary
Incentive compensation opportunities
Retirement plan with company match
Health insurance
Paid holidays
Paid time off (PTO)
Paid community volunteer time
Stock opportunities
Training opportunities
Tuition reimbursement
Company
Bravera
We are Bravera, an employee- and director-owned company of advisors who help build the financial strength, stability and growth of every community to which we belong.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Brennan Quintus
Insurance President/CEO
Russell D Schank
Sr. Vice President & Chief Investment Officer
Company data provided by crunchbase