Senior Wealth Management Associate

First PREMIER Bank/PREMIER Bankcard; Sioux Falls (SD); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Full medical benefits

FREE dental and vision coverage

Generous Paid Time Off plans

401(k) with dollar-for-dollar match

Special discounts at events

PREMIER Wellness Program

Paid Community Volunteer Hours

Fun Employee Parties

Fun Employee Parties

Job summary

A financial services provider in Sioux Falls is seeking an experienced professional to support client onboarding and account administration. This role involves ensuring accurate processing of client data, managing inquiries, and maintaining client files, with a strong emphasis on professionalism and accuracy. The ideal candidate will have over 3 years of experience in a related field, proficiency in Microsoft Office and Adobe, and a commitment to client service. Competitive benefits, including health coverage and a matching 401(k), are offered.

Qualifications

• 3+ years of experience in an administrative or client support role within financial services preferred.
• Ability to maintain confidentiality and client trust.
• Experience handling multiple responsibilities in a fast-paced environment.

Responsibilities

• Oversees the end-to-end onboarding process for clients.
• Responds to client service inquiries and assists with account updates.
• Prepares correspondence related to account activity.
• Provides backup support for incoming calls and greets clients.
• Manages daily processing of cash disbursements and client contributions.
• Maintains client account files for accuracy and compliance.
• Coordinates the delivery of tax documents to clients.
• Generates reports for regulatory record-keeping.

Skills

Accurate information processing

Professional communication

Task prioritization

Client support experience

Microsoft Office proficiency

Adobe proficiency

Education

Post-secondary education in finance or related field

Training in financial planning disciplines

Tools

Microsoft Office

Adobe Acrobat

Job description

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.

Location

Sioux Falls, SD

Shift

M-F 8am-5pm

Job Status

Full-Time

Company

First PREMIER Bank

Job Duties And Responsibilities

• 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 record‑keeping 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

• Emphasis on personal success, respect, health, wellness, fun and giving back
• Employees are rewarded, valued, and celebrated for hard work
• Various career advancement opportunities and growth
• Appreciation is shown through concerts, outdoor bashes, cash, car giveaways and more

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.