Senior Wealth Management Associate

First-Premier-Bank-and-Premier-Bankcar; Sioux Falls (SD); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Competitive Benefits Package

Paid Time Off

401(k) match up to 5%

Job summary

First PREMIER Bank is seeking an experienced administrative professional to support onboarding, account administration, and client service in Sioux Falls, SD. You will assist with documentation, system entries, and communications while coordinating with officers and advisers to maintain accurate client files.

The role emphasizes a professional front-desk presence, timely responses to inquiries, and diligent processing of cash disbursements and reports to support audits and compliance.

Qualifications

• 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.
• 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.
• Proficiency in Microsoft Office and Adobe is required.
• Ability to prioritize tasks, meet deadlines, and handle multiple responsibilities in a fast-paced environment.

Responsibilities

• Oversees the end-to-end onboarding process, ensuring all documentation, system entries, and operational steps are completed accurately and efficiently.
• Responds promptly and professionally to client service inquiries and supports advisors in processing client instructions.
• Collaborates with officers to prepare correspondence related to account activity and finalizes letters for mailing or secure delivery.
• Provides backup support for incoming calls and greets clients and visitors at the front desk with professionalism.
• Maintains and updates client account files for accuracy and compliance with internal standards.
• Coordinates delivery of tax documents and supports fiduciary tax processes by ensuring forms are distributed on time.

Skills

Administrative experience

Client service

Financial services knowledge

Education

Finance education

Business administration

Accounting

Tools

Microsoft Office

Adobe

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, SDShift: Monday-Friday, 8:00am - 5:00pmJob Status: Full-TimeCompany: First PREMIER BankAbout the RoleSupports 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 ResponsibilitiesEssential 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 QualificationsAbility 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 PackageFull medical benefits when working 20+ hours per weekTraditional and High Deductible health plan options availableFREE dental and vision coverageGenerous Paid Time Off plans401(k) – dollar-for-dollar match up to 5% of total compensationSpecial discounts and offers for events at the Denny Sanford PREMIER CenterPREMIER Wellness ProgramPaid Community Volunteer Hours – PREMIER averages 30,000 hours per yearFun Employee PartiesOur CultureWe have an emphasis on personal success, respect, health, wellness, fun and giving backEmployees 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.