Wealth Management Operations Specialist — Growth & Perks

The First National Bank in Sioux Falls; Sioux Falls (SD); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health Insurance

Dental & Vision Insurance

Profit Sharing

Paid Vacation & Holidays

Company paid short and long term-dis\b

Tuition Reimbursement Program

Employee Banking Perks

Community Volunteer time

Job summary

The First National Bank in Sioux Falls is seeking a Wealth Management Operations professional to process trades and disbursements while delivering outstanding customer service. You will input and process transactions, balance accounts, and coordinate online services for clients within the Wealth Management Trust Accounting system.

You will maintain policies, support the Wealth Management team, and uphold the FIRST Values, contributing to a culture of integrity and service in a community-focused

Qualifications

• High School Diploma or equivalent; 1+ year banking experience preferred.
• Experience handling account setup, transactions, and trust systems is a plus.

Responsibilities

• Open new accounts and maintain existing accounts per policy.
• Input trades and transactions on the Trust Accounting System.
• Monitor wires, process payments, and reconcile accounts.
• Support Wealth Management Online Account Access for clients.
• Maintain policies and procedures within Wealth Management Operations.

Skills

Relationship building

Customer service

Verbal & written communication

Interpersonal skills

Organization

Time management

Adaptability

Education

High School Diploma or equivalent

Job description

The First National Bank in Sioux Falls is seeking a Wealth Management Operations professional to process trades and disbursements while delivering outstanding customer service. You will input and process transactions, balance accounts, and coordinate online services for clients within the Wealth Management Trust Accounting system.

You will maintain policies, support the Wealth Management team, and uphold the FIRST Values, contributing to a culture of integrity and service in a community-focused