Wealth Operations Specialist — Client Service & Compliance

First PREMIER Bank; Sioux Falls (SD); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Full medical benefits for 20+ hours per week

401(k) matching up to 5%

Free dental and vision coverage

Generous paid time-off plans

Job summary

First PREMIER Bank in Sioux Falls is looking for a professional in financial services operations. The role involves ensuring accurate transaction processing, maintaining compliance, and serving as a liaison for client interactions. The successful candidate will need 5+ years of experience in finance, particularly in areas like trust administration.

Alongside competitive benefits, the position upholds high customer service standards, with significant opportunities for process improvements.

Qualifications

• 5+ years of experience in financial services operations preferred.
• Strong knowledge of transaction coding and fiduciary tax principles.
• Relevant training or certifications in trust or investment disciplines preferred.

Responsibilities

• Ensure accurate transaction processing for client accounts.
• Serve as liaison between internal teams and clients.
• Maintain compliance with regulatory standards.

Skills

Financial services operations experience

Proficiency in Microsoft Office and Adobe

Knowledge of trust administration

Problem-solving skills

Education

Post-secondary education in finance or related field

Job description

First PREMIER Bank in Sioux Falls is looking for a professional in financial services operations. The role involves ensuring accurate transaction processing, maintaining compliance, and serving as a liaison for client interactions. The successful candidate will need 5+ years of experience in finance, particularly in areas like trust administration.

Alongside competitive benefits, the position upholds high customer service standards, with significant opportunities for process improvements.