Stock Plan Administrator jobs in Kalispell, MT

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Advisor retirement plan
  • Bravera
  • Great Falls, MT FULL_TIME
  • Bravera Wealth is hiring for a Retirement Plan Advisor in Billings or Great Falls, MT! Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career.

    We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward.

    This position is responsible for administering Retirement Plan Services fiduciary accounts, as well as developing new business.

    The individual will also develop and manage relationships and deliver superior customer service. Advisors must commit themselves, not only to high commercial standards, but also to the higher standards of trust and fiduciary responsibility.

    Duties and Responsibilities

    • Responsible for understanding and acting in accordance with the legal responsibilities of a Fiduciary.
    • Responsible for the administration of Retirement Plan accounts to insure the needs and goals of the Plan are met as established by the Plan document and company policies and procedures.
    • Advises individuals and corporate clients of issues and trends concerning administration of employee benefit plans.
    • Review reports of the trust account and participant reporting systems for consistency and accuracy
    • Participates in presentations to employers, employee groups, and one-on-one participant education regarding investment options.
    • Responsible for communication with and between customers and Bravera Wealth staff.
    • Participates in presentations to employers, employee groups, and one-on-one participant education regarding investment options.
    • Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information.
    • Responsible for the development of new trust customers and additional business from existing trust customers.
    • Actively creates sales opportunities with affiliated companies and other referral sources (accountants, attorneys, investment representatives, bankers, etc.)
    • Assist with the development and evaluation of new services and products to offer trust company customers.
    • Responsible for developing new business and promoting the organization in the community through participation in various civic and community events, activities, committees, and organizations.
    • 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 with some overnight travel required. 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.
    • PC proficiency in a windows environment required, including Word & Excel. Proficiency to learn and execute software associated with creating and maintaining client accounts.
    • Professional communication both verbally and written.
    • Aspire to the company aspiration to Learn, Teach, and Mentor.

    Secondary Duties and Responsibilities

    • Obtain education to enhance skills as requested.
    • Participate in or undertake various functions or projects, relating to Trust Company issues as requested by management.
    • Additional responsibilities to be determined by Subsidiary.

    Qualifications

    • Education : High school diploma with college degree in business administration, finance, accounting or related field preferred.
    • Experience : Five years of retirement plan services administration or related professional experience preferred.
    • Understanding of financial markets and portfolio management concepts, as well as applicable fiduciary law.
    • Understanding of ERISA and applicable regulations for administration of employee benefit accounts.
    • Ability to communicate well with public, clients, company personnel, as well as the ability to work well with others and be a team player.

    Location

    Billings or Great Falls, MT

    Benefits

    To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities.

    As a learning organization, we are committed to investing in the growth and development of our team members, offering training opportunities and tuition reimbursement.

    Our Values

    • Give and earn trust. We support and empower one another to earn trust through accountable performance.
    • Learn, teach and mentor. We are a learning organization that invests in growth and development.
    • Collaborate and innovate. We work together to drive continuous improvement to enhance your experience.

    Want to learn more about careers with Bravera? Go to bravera.bank / careers.

    ForgeYourPath with us! Find us on Facebook, Instagram, Twitter, LinkedIn and Youtube.

    Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities.

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed or disclosed their own pay or the pay of another employee or applicant.

    However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c).

    Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

    However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

    Last updated : 2024-03-03

  • 23 Days Ago

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Early Morning Stock Associate
  • Ross Stores
  • Great Falls, MT FULL_TIME
  • Our values start with our people, join a team that values you!We are the nation’s largest off-price retailer with over 2,000 stores, and a strong track record of success and growth. Our focus has alwa...
  • 6 Days Ago

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Retail Sales Associate/Stock
  • Ross stores
  • Kalispell, MT FULL_TIME
  • Retail Associate JobApply online today for immediate consideration. Apply on site with hiring managers. Walk in applicants are welcome but please ensure to apply online prior to attending. www.rosssto...
  • 18 Days Ago

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Junior Merchandiser (Stock Squad Associate)
  • Winston Retail
  • Harve, MT CONTRACTOR
  • Overview Job Summary: A Junior Merchandiser works with one or more of Winston’s clients to support their on-floor presence by expediting stock to the selling floor. The key focus will be on product pl...
  • 22 Days Ago

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City Center - Overnight Stock Crew
  • Super 1 Foods
  • Kalispell, MT PART_TIME
  • Grocery overnight stock crew clerks are responsible for making sure the grocery section of the store is well stocked and orderly in appearance. They stock shelves, order product, build displays, bag g...
  • 1 Day Ago

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Benefits Administrator
  • North40 Outfitters
  • Great Falls, MT FULL_TIME
  • Company DescriptionTo tell the story of North 40 Outfitters is to tell a success story of the people of the Northwest. We do what we love, and love what we do because we’re passionate. We’re dedicated...
  • 1 Day Ago

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0 Stock Plan Administrator jobs found in Kalispell, MT area

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Ground Operations Crew Member
  • JetBlue
  • Kalispell, MT
  • JetBlue is seeking Part-Time Ground Operations Crew to step onboard and join a team working towards the ultimate mission...
  • 3/28/2024 12:00:00 AM

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Postal Clerk
  • The Postal Service
  • Kalispell, MT
  • POSTAL CLERK NO EXPERIENCE REQUIRED PAID TRAINING PROVIDED JOB SECURITY The Postal Service is the largest government rel...
  • 3/28/2024 12:00:00 AM

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Delivery Driver - $16/hr
  • Lc Staffing
  • Kalispell, MT
  • Delivery Driver If you are an automotive enthusiast looking for a laid-back job in a friendly environment we have a grea...
  • 3/28/2024 12:00:00 AM

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Postal Mail Processor-No experience required
  • The Postal Service
  • Kalispell, MT
  • POSTAL CLERK NO EXPERIENCE REQUIRED PAID TRAINING PROVIDED JOB SECURITY The Postal Service is the largest government rel...
  • 3/28/2024 12:00:00 AM

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Warehouse/Delivery Associate - $20/hr
  • Lc Staffing
  • Kalispell, MT
  • Warehouse/Delivery Associate LC Staffing is hiring for a Warehouse/Delivery Associate to fill the role at a local, long-...
  • 3/28/2024 12:00:00 AM

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Material Handler - $17/hr
  • Lc Staffing
  • Kalispell, MT
  • Material Handler If your skills include being organized and having good attention to detail, let's talk! As a material h...
  • 3/28/2024 12:00:00 AM

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Customer Service / Stocker - $17/hr
  • Lc Staffing
  • Kalispell, MT
  • Customer Service / Stocker LC Staffing is looking for a motivated and reliable individual. We are hiring for a Customer ...
  • 3/28/2024 12:00:00 AM

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Full Time Reset Merchandiser Day Shift
  • The Retail Odyssey Company
  • Kalispell, MT
  • **Full Time Reset Merchandiser Day Shift** **Full Time Reset Merchandiser Day Shift** Kalispell Full Time At the Company...
  • 3/26/2024 12:00:00 AM

Kalispell (/ˈkæləˌspɛl, ˌkæləˈspɛl/) is a city in, and the county seat of Flathead County, Montana, United States. The 2015 Census estimates put Kalispell's population at 22,052. The Kalispell Micropolitan Statistical Area has a population of 93,068 and it is the largest city and commercial center of northwest Montana. The name Kalispell is a Salish word meaning "flat land above the lake". Kalispell is also the gateway to Glacier National Park....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Stock Plan Administrator jobs
$29,391 to $36,135
Kalispell, Montana area prices
were up 3.1% from a year ago

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