FIRST PREMIER BANK logo
Senior Wealth Management Associate
full-timeSioux Falls

Summary

Location

Sioux Falls

Type

full-time

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About this role

At First PREMIER Bank and PREMIER Bankcard, we’ve 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 hard work.

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 celebrations and employee recognitions.

Considered one of the nation’s strongest financial organizations, we’ve achieved our success by embodying the views and values of The PREMIER Way. From 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 our communities.

Job Description:

Location: Sioux Falls, SD 
Shift: M-F 8am-5pm
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 

  • 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 30,000 hours per year
  • Fun Employee Parties


Our Culture

  • Emphasis on personal success, respect, health, wellness, fun and giving back
  • Employees are rewarded, valued, and celebrated for hard work
  • Various Career advancement opportunities and growth
  • Appreciation is shown through concerts, outdoor bashes, cash, car giveaways and more

Other facts

Tech stack
Client Service,Account Administration,Documentation Management,Communication,Time Management,Microsoft Office,Adobe,Financial Transactions,Compliance,Data Management,Problem Solving,Team Collaboration,Customer Support,Organizational Skills,Attention to Detail,Trust Administration,Financial Planning

About FIRST PREMIER BANK

First PREMIER Bank and PREMIER Bankcard are considered one of the strongest financial organizations in the nation. We’ve achieved our success by embodying the views and values of The PREMIER Way. Our customers are the number one reason we exist. Our employees are our most valuable resource, and serving others is our foundational core. We are an American Banker Magazine’s “Best Banks to Work For”, one of the top 15 issuers of Mastercard® credit cards and believe in always doing what’s right for our employees, customers and communities. We support 700 non-profits and events in the communities we serve. Our employees volunteer an average of 33,000 hours annually. Member FDIC. Equal Housing Lender. AA/EOE.

Team size: 1,001-5,000 employees
LinkedIn: Visit
Industry: Financial Services
Founding Year: 1989

What you'll do

  • The Senior Wealth Management Associate supports the delivery of high-quality client service by assisting Officers and Administrators with various tasks including onboarding and account administration. They ensure a positive client experience by responding to inquiries and coordinating with internal teams.

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Frequently Asked Questions

What does a Senior Wealth Management Associate do at FIRST PREMIER BANK?

As a Senior Wealth Management Associate at FIRST PREMIER BANK, you will: the Senior Wealth Management Associate supports the delivery of high-quality client service by assisting Officers and Administrators with various tasks including onboarding and account administration. They ensure a positive client experience by responding to inquiries and coordinating with internal teams..

Why join FIRST PREMIER BANK as a Senior Wealth Management Associate?

FIRST PREMIER BANK is a leading Financial Services company.

Is the Senior Wealth Management Associate position at FIRST PREMIER BANK remote?

The Senior Wealth Management Associate position at FIRST PREMIER BANK is based in Sioux Falls, South Dakota, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Senior Wealth Management Associate position at FIRST PREMIER BANK?

You can apply for the Senior Wealth Management Associate position at FIRST PREMIER BANK directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about FIRST PREMIER BANK on their website.