North Dakota Bankers
Extraordinary Leadership for North Dakota Banks

Wealth Management Associate

A job offer is contingent upon completion of a satisfactory background check.

Who are we?
Frandsen Bank & Trust started in 1982 and has since expanded to nearly 40 locations that range from Minnesota to North Dakota to Wisconsin. We are a family owned community bank whose focus is on our customers and our communities.

Why join our team?
For the past 5 years, including the most recent survey from 2021, Frandsen Bank & Trust has been voted as one of the top 175 places to work by our employees.

Frandsen Bank & Trust seeks a Wealth Management Associate, who will be based out of our East Grand Forks, MN, location. This position will work closely with the Wealth Management & Trust Assistant Vice President. Career advancement opportunities are available.
  • Engage in high-touch client interactions to provide professional guidance and solutions
  • Proactively reach out to clients in-person, by phone, and email to reinforce and deepen relationships
  • Provide daily administrative support to the Wealth Management & Trust officers
  • Maintain client database with high accuracy and integrity
  • Organize and assist in the maintenance of client electronic and paper records as required for compliance
  • Initiate, review, process, and mail all mandatory retirement-related letters and tax forms
  • Perform various administrative duties and other duties and projects as assigned by the Supervisor
Minimum Requirements
  • Two to three years’ administrative assistant or general financial services industry experience
  • Strong verbal and written communication skills
  • Ability to accept and provide strong coaching and feedback
  • Attention to detail
  • Proficiency in computers
Preferred Qualifications
  • Post-secondary degree in a related field is preferred
  • Experience in investment management, trust, and/or the retirement services industry
  • General knowledge of finance and accounting principals
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