Wealth Management Operations & Client Support

First PREMIER Bank in; Sioux Falls (SD); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Full medical benefits

Paid Time Off

401(k) match

Wellness program

Volunteer hours

Social events

Job summary

First PREMIER Bank in Sioux Falls, SD, seeks an administrative professional to support onboarding, account administration, and client service. You will manage client files, handle cash disbursements, and coordinate with fiduciary teams to ensure accurate and timely processing.

The role emphasizes accuracy, confidentiality, and strong communication with clients and advisors. Prior banking operations or wealth management exposure is preferred, with opportunities for growth and continued training.

Qualifications

• Accurate handling of client data, documents and financial transactions.
• Clear and professional written and verbal communication while maintaining confidentiality.
• Ability to manage multiple tasks and meet deadlines in a fast-paced setting.
• 3+ years in an administrative or client support role within financial services preferred.
• Proficiency in MS Office and Adobe applications required.
• Post-secondary education or equivalent experience in finance or related field preferred.
• Training in trust, investment, retirement, or financial planning disciplines preferred.

Responsibilities

• Oversees end-to-end onboarding, ensures documentation and system entries are complete.
• Supports client experience by assisting with digital tools and coordinating with internal teams.
• Responds promptly to client service inquiries with professionalism.
• Processes client instructions such as account updates and disbursements.
• Prepares correspondence related to account activity and finalizes letters for mailing.

Skills

Data accuracy

Communication skills

Task prioritization

Financial services experience

MS Office

Adobe

Finance education

Trust administration training

Education

Post-secondary education or equivalent

Tools

Microsoft Office

Adobe

Job description

First PREMIER Bank in Sioux Falls, SD, seeks an administrative professional to support onboarding, account administration, and client service. You will manage client files, handle cash disbursements, and coordinate with fiduciary teams to ensure accurate and timely processing.

The role emphasizes accuracy, confidentiality, and strong communication with clients and advisors. Prior banking operations or wealth management exposure is preferred, with opportunities for growth and continued training.