Wealth Management Operations Specialist

First-Premier-Bank-and-Premier-Bankcar; Sioux Falls (SD); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Competitive Benefits Package

Paid Time Off

401(k) match up to 5%

Job summary

First PREMIER Bank is seeking an experienced administrative professional to support onboarding, account administration, and client service in Sioux Falls, SD. You will assist with documentation, system entries, and communications while coordinating with officers and advisers to maintain accurate client files.

The role emphasizes a professional front-desk presence, timely responses to inquiries, and diligent processing of cash disbursements and reports to support audits and compliance.

Qualifications

• 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.
• 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.
• Proficiency in Microsoft Office and Adobe is required.
• Ability to prioritize tasks, meet deadlines, and handle multiple responsibilities in a fast-paced environment.

Responsibilities

• Oversees the end-to-end onboarding process, ensuring all documentation, system entries, and operational steps are completed accurately and efficiently.
• Responds promptly and professionally to client service inquiries and supports advisors in processing client instructions.
• Collaborates with officers to prepare correspondence related to account activity and finalizes letters for mailing or secure delivery.
• Provides backup support for incoming calls and greets clients and visitors at the front desk with professionalism.
• Maintains and updates client account files for accuracy and compliance with internal standards.
• Coordinates delivery of tax documents and supports fiduciary tax processes by ensuring forms are distributed on time.

Skills

Administrative experience

Client service

Financial services knowledge

Education

Finance education

Business administration

Accounting

Tools

Microsoft Office

Adobe

Job description

First PREMIER Bank is seeking an experienced administrative professional to support onboarding, account administration, and client service in Sioux Falls, SD. You will assist with documentation, system entries, and communications while coordinating with officers and advisers to maintain accurate client files.

The role emphasizes a professional front-desk presence, timely responses to inquiries, and diligent processing of cash disbursements and reports to support audits and compliance.