Job Description

This position provides administrative and operational support to Wealth & Fiduciary Advisors and their clients within the Wealth Management Division. This role ensures accurate and timely execution of fiduciary and wealth management processes while maintaining the highest standards of confidentiality and client service. The position involves direct client communication and collaboration with internal teams to deliver exceptional service.

Responsibilities

• Account Administration & Operations
• Prepare and process new account and closed account documentation in compliance with internal policies and regulatory requirements.
• Coordinate with Wealth Operations to onboard accounts and facilitate asset transfers.
• Execute daily account transactions, including deposits, bill payments, ACH/wire transfers, and internal/external transfers.
• Complete initial and annual administrative account reviews; identify and resolve exceptions.
• Client & Advisor Support
• Serve as primary support for Wealth & Fiduciary Advisors.
• Communicate professionally and promptly with clients, colleagues, and external partners.
• Provide assistance with the Total Wealth online platform and respond to client inquiries.
• Prepare account summaries, planning reports, and memos for committee meetings (WMAC and Steering Committee).
• Process net income distributions to beneficiaries per trust agreements.
• Compliance & Standards
• Maintain compliance with IRS, FDIC, and state regulatory requirements, as well as fiduciary and audit standards.
• Stay current on document retention standards and ensure adherence to internal policies and procedures.
• Perform notary and Medallion Signature Guarantee services.

Bell Bank Culture, Policy and Accountability Standards

• Know and live Bell Bank’s values, bottom line, customer service standards, Golden Rules, and LOCBUTN by building personal connections with customers and employees and using their names as often as possible.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Code of Conduct, the Bank Secrecy Act and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Prompt and reliable attendance.
• Perform other duties as assigned.

Education, Experience, and Other Expectations

• Bachelor’s Degree in Accounting, Finance, or Business Administration; or equivalent working experience.
• 2-4 years of relevant experience.
• Experience in the financial industry, preferred.
• Willingness to pursue continuing education (travel may be required).

Knowledge, Skills, and Abilities

• Knowledge of accounting practices and tax reporting for securities, real estate, and closely held entities preferred.
• Strong analytical, organizational, and problem-solving skills.
• Excellent communication skills (written, verbal, interpersonal).
• Proficiency in Microsoft Office Suite and willingness to learn specialized software (OneSource, SEI, Salesforce, Nautilus).
• Ability to manage multiple priorities with attention to detail.
• Commitment to confidentiality and professional conduct.

Company Information

If you like to work with people in a family atmosphere, enjoy great benefits and provide unequaled personal service to every customer, consider a career with Bell Bank.

Bell Bank was founded in 1966 and is headquartered in Fargo, North Dakota. It is the largest family-and employee-owned bank in the upper Midwest, and one of the largest in the nation, with assets of more than $14 billion. Bell Bank has full-service banking locations in North Dakota, Minnesota and Arizona. Bell has empowered more than $30 million in charitable giving through its unique Pay It Forward initiative, through which every employee chooses each year how to help individuals, families and organizations in need.

Bell Bank has been recognized as a top workplace by American Banker, Forbes and Fortune. If you want to work for an established, growing, forward-looking organization with world-class employees, this is the place for you. Let Bell Bank be your destination workplace.

Bell's Values:

As stewards, dedicated to the growth and reputation of this independently owned organization, we are committed to:

• Promoting and sustaining our family atmosphere.
• Providing unequaled personal service to each and every customer.
• Paying it forward

Our Bottom Line:

Happy Employees! Happy Customers!

In addition to salary, Bell Bank offers a comprehensive benefits package including, healthcare, (medical, dental, vision) employee stock ownership program, and 401(k) contribution and profit-sharing plan. All benefits are subject to eligibility requirements.

Bell Bank

Equal Opportunity Employer