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First PREMIER Bank/PREMIER Bankcard · 1 day ago

Senior Wealth Management Associate

Sioux Falls, SD

Full-time

Onsite

Mid, Senior Level

3+ years exp

First PREMIER Bank and PREMIER Bankcard have created a culture that emphasizes personal success and wellness. The Senior Wealth Management Associate supports high-quality client service by assisting with onboarding, account administration, and ensuring a smooth transition for clients.

BankingFinanceFinancial ServicesLending

H1B Sponsor Likely

Responsibilities

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

Qualification

Client support experienceFinancial services knowledgeMicrosoft Office proficiencyAdobe proficiencyTrust administration trainingTask prioritizationVerbal communicationWritten communication

Required

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

Proficiency in Microsoft Office and Adobe is required

Preferred

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

Benefits

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 30,000 hours per year

Fun Employee Parties

Company

First PREMIER Bank/PREMIER Bankcard

First PREMIER Bank and PREMIER Bankcard are considered one of the strongest financial organizations in the nation.

Founded in 1989

Sioux Falls, South Dakota, USA

1001-5000 employees

http://www.firstpremier.com

H1B Sponsorship

First PREMIER Bank/PREMIER Bankcard has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (10)

2024 (6)

2023 (5)

2022 (7)

2021 (2)

2020 (5)