Senior Wealth Management Associate

At First PREMIER Bank and PREMIER Bankcard weve created a culture that emphasizes personal success respect health and wellness fun and giving back. This is an environment where you will be rewarded valued and celebrated for your hardwork.

We offer a robust and expanded package of health benefits incentives paid time off and growth and career advancement opportunities. We celebrate our employees and show our appreciation with private concerts outdoor bashes cash and car giveaways and more! See some of our epic celebrationsand employeerecognitions.

Considered one of the nations strongest financial organizations weve achieved our success by embodying the views and values of The PREMIER our CEOs to the newest hires we all follow these shared views and values to guide us on how to treat our customers co-workers and communities. The PREMIER Way also serves as a roadmap on how to be successful inside and outside of the workplace. We believe in investing in our employees their families and ourcommunities.

If you would like to request an accommodation to help you with your online application or interview please send an email to .

Job Description:

Location: Sioux Falls SD

Shift: Monday-Friday 8:00am - 5:00pm

Job Status: Full-Time

Company: First PREMIER Bank

About the Role

Supports the delivery of high-quality client service by assisting Officers & Administrators with onboarding account administration client account files mail delivery cash-out and cash-in disbursements and other support tasks.

Job Duties and Responsibilities

Essential duties and responsibilities include the following. Other duties may be assigned.

• Oversees the end-to-end onboarding process ensuring all documentation system entries and operational steps are completed accurately and efficiently. Supports a positive and professional client experience by assisting with digital tools responding to questions and coordinating with internal teams to ensure a smooth transition.
• Responds promptly and professionally to client service inquiries. Supports advisors in processing client instructions such as account updates disbursements online access and delivery preferences.
• Collaborates with officers to prepare correspondence related to account activity such as distributions or trust updates and finalizes letters for mailing or secure delivery. Ensures all communications reflect accurate client information and are completed in a timely and compliant manner.
• Provides backup support for incoming calls and greets clients and visitors with professionalism. Maintains a clean welcoming front-desk and lobby area ensuring guests are acknowledged and directed appropriately.
• Manages the daily processing of cash disbursements client contributions and expense payments by accurately entering transaction details into the trust accounting system.
• Maintains and updates client account files to ensure accuracy completeness and compliance with internal standards.
• Coordinates the delivery of tax documents and supports fiduciary tax processes by ensuring required forms are distributed accurately and on time to clients CPAs and other designated recipients.
• Generates client reports and supports regulatory recordkeeping by compiling data from internal systems and maintaining organized documentation for audits and compliance.

Skills and Qualifications

• Ability to accurately process and manage information ensuring that all client data documentation and financial transactions are precise.
• Capacity to clearly and professionally convey information both verbally and in writing to clients colleagues and stakeholders while maintaining confidentiality and client trust.

• Ability to prioritize tasks meet deadlines and handle multiple responsibilities in a fast-paced environment.
• 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.
• 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.

Competitive Benefits Package

• Full medical benefits when working 20 hours per week
• Traditional and High Deductible health plan options available
• FREE dental and vision coverage
• Generous Paid Time Off plans
• 401(k) dollar-for-dollar match up to 5% of total compensation
• Special discounts and offers for events at the Denny Sanford PREMIER Center
• PREMIER Wellness Program
• Paid Community Volunteer Hours PREMIER averages 30000 hours per year
• Fun Employee Parties

OurCulture

• We have an emphasis on personal success respect health wellness fun and giving back
• Employees are rewarded valued and celebrated for hard work.
• Career advancement opportunities is a way PREMIER leaders show they care.
• Appreciation is shown through concerts outdoor bashes cash car giveaways and more.

Required Experience:

Senior IC