Senior Wealth Management Associate

First PREMIER Bank; Sioux Falls (SD); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Full medical benefits

401(k) match

Paid Time Off

Dental and vision coverage

Job summary

First PREMIER Bank in Sioux Falls, SD seeks an organized administrative professional to support onboarding, account administration, and client services. You will handle document processing, ensure accurate entries, and coordinate with advisors to meet client needs.

The role emphasizes confidentiality, accuracy, and timely communications, with a pathway to growth within a respected financial institution.

Qualifications

• Ability to accurately process and manage information, ensuring client data and financial transactions are precise.
• Clear and professional written and verbal communication with clients and colleagues.
• Ability to prioritize tasks, meet deadlines, and handle multiple responsibilities in a fast-paced environment.

Responsibilities

• Oversees onboarding process, ensuring documentation, system entries, and steps are completed accurately.
• Assist with digital tools, respond to questions, coordinate with internal teams for smooth transitions.
• Respond to client inquiries promptly and professionally.

Skills

Attention to detail

Communication skills

Time management

Data handling

Education

Some college coursework

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

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

• 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

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.

We Value People. At PREMIER you get more than a paycheck, you get a rewarding career where you can make a difference!

Headquartered in Sioux Falls, South Dakota, First PREMIER Bank and PREMIER Bankcard are considered one of the nation’s strongest financial organizations. We have achieved this success thanks to our commitment to always doing what is right for our employees, customers and the communities we serve. We value people and treat our employees as our greatest resource. We actively invest in their professional growth and development, make a strong effort to recognize achievement and take the time to celebrate success.

Spirit of Giving Back

Giving back to our communities is at the heart of PREMIER. We support nearly 700 organizations, non-profits and events. Paid volunteer hours encourage PREMIER employees to get involved in the community. Our employees annually volunteer an average of 33,000 hours for causes important to them.

The PREMIER Way

Our spirit of giving is rooted in The PREMIER Way and the PREMIER Attitude. These shared views and values guide our interactions with each other, our customers and our communities. It’s the foundation of our culture and makes PREMIER a great place to work.

PREMIER Benefits

PREMIER employees who work 20+ hours per week are eligible for full-time benefits, including medical coverage with free vision and dental insurance. We offer expanded Paid Time Off and a highly competitive 401(k) plan that features a dollar-for-dollar company match after 120 days of employment. Employees can experience personal and professional growth through PREMIER University. It offers skill-based training, leadership classes and inspirational national speakers.

PREMIER Wellness

PREMIER Wellness unifies physical and mental health, financial wellness and community giving under one program designed to help employees find optimal work/life wellbeing. Through our Employee Assistance Program, employees have access to free counseling sessions, online resources and legal support. Community Giving offers our employees purpose-driven, meaningful opportunities where they know they are making a difference.

Celebrating Success

Recognizing and rewarding success is an important part of the PREMIER culture. We celebrate and show our appreciation with private concerts and special events. We’ve also celebrated with surprise gifts, cash/car giveaways, Apple watches, wireless earbuds and more! At quarterly staff meetings, employees who have gone above and beyond in their job or in their community are awarded a PREMIER Performer or PREMIER Eagle Service Award. Employees celebrating 20, 25, 30, 35, 40, 45 and 50 year Milestone Anniversaries receive $1,000 for every year they have worked with PREMIER.