Wealth Management Operations Specialist

First PREMIER Bank PREMIER Bankcard; Sioux Falls (SD); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health benefits

Paid Time Off

401(k) employer match

Dental and vision coverage

Flexibility with work schedule

Job summary

First PREMIER Bank in Sioux Falls, SD is seeking an experienced Administrative/Client Support professional to assist Officers and Administrators with onboarding, account administration, and documentation. The role includes processing cash disbursements, maintaining client files, and coordinating tax document delivery, while delivering high-quality client service.

You will support fiduciary processes, prepare correspondence, and ensure compliant, accurate data handling across internal systems,

Qualifications

• 3+ years of experience in an administrative or client support role within financial services
• 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

Responsibilities

• Oversees onboarding process, ensuring documentation and system entries are completed accurately
• Responds to client service inquiries and assists with account updates and disbursements
• Prepares correspondence related to account activity and maintains accurate client information
• Greets clients and maintains a professional front desk and lobby area
• Manages daily processing of cash disbursements and client contributions
• Keeps client account files up to date and compliant with standards
• Coordinates delivery of tax documents and supports fiduciary tax processes
• Generates client reports and supports audits and compliance

Skills

Administrative support

Client service

MS Office

Adobe

Data accuracy

Education

Some college coursework or equivalent experience in finance/business

Tools

Microsoft Office

Adobe Acrobat

Job description

First PREMIER Bank in Sioux Falls, SD is seeking an experienced Administrative/Client Support professional to assist Officers and Administrators with onboarding, account administration, and documentation. The role includes processing cash disbursements, maintaining client files, and coordinating tax document delivery, while delivering high-quality client service.

You will support fiduciary processes, prepare correspondence, and ensure compliant, accurate data handling across internal systems,