Senior Wealth Operations Specialist – Client & Compliance

Firstpremier; Sioux Falls (SD); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Full medical benefits

401(k) with dollar-for-dollar match

Generous Paid Time Off

Paid Community Volunteer Hours

Employee Parties and Events

Job summary

A leading financial organization in Sioux Falls, SD, is looking for a Senior Wealth Management Operations Associate. This role involves ensuring accurate transaction processing and maintaining compliance with regulatory standards. The ideal candidate should have over five years of experience in financial services operations and possess strong analytical and customer service skills. Competitive benefits include full medical coverage, a robust 401(k) plan, and opportunities for career advancement.

Qualifications

• 5+ years of experience in financial services operations.
• Strong knowledge of trust administration and transaction coding.
• Proficiency in managing data and documentation efficiently.

Responsibilities

• Ensure accurate transaction processing and regulatory compliance.
• Serve as a liaison between internal teams and clients.
• Analyze operational workflows for improvement opportunities.

Skills

Problem-solving

Customer service

Data analysis

Compliance knowledge

Attention to detail

Education

Post-secondary education in finance, business, or related field

Tools

Microsoft Office

Adobe

Job description

A leading financial organization in Sioux Falls, SD, is looking for a Senior Wealth Management Operations Associate. This role involves ensuring accurate transaction processing and maintaining compliance with regulatory standards. The ideal candidate should have over five years of experience in financial services operations and possess strong analytical and customer service skills. Competitive benefits include full medical coverage, a robust 401(k) plan, and opportunities for career advancement.