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.
Skills Required
- Bachelor’s degree in Accounting, Finance, or Business Administration, or equivalent work experience
- 2–4 years of relevant experience
- Financial industry experience
- Willingness to pursue continuing education
- Knowledge of accounting practices and tax reporting for securities, real estate, and closely held entities
- Strong analytical, organizational, and problem-solving skills
- Excellent written, verbal, and interpersonal communication skills
- Proficiency with Microsoft Office Suite and willingness to learn specialized software
- Ability to manage multiple priorities with attention to detail
- Commitment to confidentiality and professional conduct
Bell Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Bell Bank and has not been reviewed or approved by Bell Bank.
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Strong & Reliable Incentives — Bonuses and performance incentives are a recurring component of pay, including in some frontline and part-time roles. Variable pay appears to augment base salaries across multiple job families.
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Equity Value & Accessibility — An employee stock ownership plan is highlighted alongside profit sharing, giving employees accessible ownership participation. This structure can add long-term value beyond base pay.
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Leave & Time Off Breadth — Paid vacation and holidays, bereavement leave, and paid volunteer hours are included. Parental leave options (maternity, paternity, adoption) further broaden time-off coverage.
Bell Bank Insights
What We Do
People matter at Bell Bank – and it shows in how our team members treat each other, our customers and those around us. As members of the Bell Bank family, we provide unequaled personal service, working in the best interest of those we serve. Our award-winning workplace promotes success, recognizes achievement – and offers an environment focused on having fun while helping others. At Bell, we build careers. We build community. We positively impact lives around us. Employees are actively encouraged to volunteer (receiving 16 hours of paid volunteer time annually), and our unique Pay It Forward initiative has empowered more than $17 million in employee giving to people and causes we care about. Founded in 1966 and headquartered in Fargo, North Dakota, Bell has grown to become one of the nation’s largest independently owned banks. A family- and employee-owned company, Bell has full-service bank locations in North Dakota, Minnesota, and Arizona and mortgage offices in multiple states. Bell Bank is a Member FDIC, Equal Employment Opportunity Employer and an Equal Housing Lender (we lend without regard to race, color, religion, national origin, sex, handicap or familial status). Investment and wealth management services are not FDIC insured, have no bank guarantee, may lose value, not a deposit and not insured by any federal government agency.
