Senior Wealth Management Associate

First PREMIER Bank•Sioux Falls, SD

2d•Onsite

About The Position

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. 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.

Requirements

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.

Nice To Haves

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.

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.