Senior Wealth Management Associate

First PREMIER Bank PREMIER Bankcard; Sioux Falls (SD); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health benefits

Paid Time Off

401(k) employer match

Dental and vision coverage

Flexibility with work schedule

Job summary

First PREMIER Bank in Sioux Falls, SD is seeking an experienced Administrative/Client Support professional to assist Officers and Administrators with onboarding, account administration, and documentation. The role includes processing cash disbursements, maintaining client files, and coordinating tax document delivery, while delivering high-quality client service.

You will support fiduciary processes, prepare correspondence, and ensure compliant, accurate data handling across internal systems,

Qualifications

• 3+ years of experience in an administrative or client support role within financial services
• Proficiency in Microsoft Office and Adobe is required
• Some post-secondary education or equivalent experience in finance, business administration, accounting, trust administration, or a related field is preferred
• Training or certification in trust, investment, retirement, or financial planning disciplines is preferred

Responsibilities

• Oversees onboarding process, ensuring documentation and system entries are completed accurately
• Responds to client service inquiries and assists with account updates and disbursements
• Prepares correspondence related to account activity and maintains accurate client information
• Greets clients and maintains a professional front desk and lobby area
• Manages daily processing of cash disbursements and client contributions
• Keeps client account files up to date and compliant with standards
• Coordinates delivery of tax documents and supports fiduciary tax processes
• Generates client reports and supports audits and compliance

Skills

Administrative support

Client service

MS Office

Adobe

Data accuracy

Education

Some college coursework or equivalent experience in finance/business

Tools

Microsoft Office

Adobe Acrobat

Job description

At First PREMIER Bank and PREMIER Bankcard, we've created a culture that emphasizes personal success, respect, health, and wellness, fun and giving back. This is an environment where you will be rewarded, valued, and celebrated for your hard work.We offer a robust and expanded package of health benefits, incentives, paid time off and growth and career advancement opportunities. We celebrate our employees and show our appreciation with private concerts, outdoor bashes, cash and car giveaways and more! See some of our epic celebrations and employee recognitions. Considered one of the nation's strongest financial organizations, we've achieved our success by embodying the views and values of The PREMIER Way. From our CEOs to the newest hires, we all follow these shared views and values to guide us on how to treat our customers, co-workers and communities. The PREMIER Way also serves as a roadmap on how to be successful inside and outside of the workplace. We believe in investing in our employees, their families and our communities.

Job Description:

Location: Sioux Falls, SD Shift: Monday-Friday, 8:00am - 5:00pm Job Status: Full-Time Company: First PREMIER Bank

About the Role

Supports the delivery of high-quality client service by assisting Officers & Administrators with onboarding, account administration, client account files, mail delivery, cash-out and cash-in disbursements, and other support tasks.

Job Duties and Responsibilities

Essential duties and responsibilities include the following. Other duties may be assigned.

• Oversees the end-to-end onboarding process, ensuring all documentation, system entries, and operational steps are completed accurately and efficiently. Supports a positive and professional client experience by assisting with digital tools, responding to questions, and coordinating with internal teams to ensure a smooth transition.
• Responds promptly and professionally to client service inquiries. Supports advisors in processing client instructions, such as account updates, disbursements, online access, and delivery preferences.
• Collaborates with officers to prepare correspondence related to account activity, such as distributions or trust updates, and finalizes letters for mailing or secure delivery. Ensures all communications reflect accurate client information and are completed in a timely and compliant manner.
• Provides backup support for incoming calls and greets clients and visitors with professionalism. Maintains a clean, welcoming front-desk and lobby area, ensuring guests are acknowledged and directed appropriately.
• Manages the daily processing of cash disbursements, client contributions, and expense payments by accurately entering transaction details into the trust accounting system.
• Maintains and updates client account files to ensure accuracy, completeness, and compliance with internal standards.
• Coordinates the delivery of tax documents and supports fiduciary tax processes by ensuring required forms are distributed accurately and on time to clients, CPAs, and other designated recipients.
• Generates client reports and supports regulatory recordkeeping by compiling data from internal systems and maintaining organized documentation for audits and compliance.

Skills and Qualifications

• Ability to accurately process and manage information, ensuring that all client data, documentation, and financial transactions are precise.
• Capacity to clearly and professionally convey information, both verbally and in writing, to clients, colleagues, and stakeholders while maintaining confidentiality and client trust.

• Ability to prioritize tasks, meet deadlines, and handle multiple responsibilities in a fast-paced environment.
• 3+ years of experience in an administrative or client support role within financial services such as wealth management, banking operations, or brokerage firm is preferred.
• Proficiency in Microsoft Office and Adobe is required.
• Some post-secondary education or equivalent experience in finance, business administration, accounting, trust administration, or a related field is preferred.
• Training or certification in trust, investment, retirement, or financial planning disciplines is preferred.

Competitive Benefits Package

• Full medical benefits when working 20+ hours per week
• Traditional and High Deductible health plan options available
• FREE dental and vision coverage
• Generous Paid Time Off plans
• 401(k) - dollar-for-dollar match up to 5% of total compensation
• Special discounts and offers for events at the Denny Sanford PREMIER Center
• PREMIER Wellness Program
• Paid Community Volunteer Hours - PREMIER averages 30,000 hours per year
• Fun Employee Parties

Our Culture

• We have an emphasis on personal success, respect, health, wellness, fun and giving back
• Employees are rewarded, valued, and celebrated for hard work.
• Career advancement opportunities is a way PREMIER leaders show they care.
• Appreciation is shown through concerts, outdoor bashes, cash, car giveaways and more.