Senior Wealth Management Operations Associate

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 Ensures accurate transaction processing, maintaining detailed records, and upholding regulatory compliance. Serves as a key liaison between internal teams, custodians, and clients, helping to deliver seamless service and operational excellence. Essential duties and responsibilities include the following. Other duties may be assigned. Responsible for the accurate setup and ongoing maintenance of client accounts, including processing updates such as contact information changes, beneficiary designations, and ownership modifications. Ensures seamless execution of account transactions like transfers, rollovers, and distributions while maintaining meticulous records for compliance and audit readiness. Supports operational integrity by tracking all client interactions, service requests, and documentation in accordance with internal standards. Executes a wide range of financial transactions, including security trades, cash movements, and client distributions, with a strong emphasis on accuracy, timeliness, and compliance. Carefully verifies transaction details, adheres to processing deadlines, and utilizes system tools and checklists to minimize errors. Proactively monitors and resolves any issues related to pending or failed transactions. Performs account reconciliations by comparing internal records with external sources such as custodians, banks, and trading platforms to ensure consistency across systems. Validates financial data by balancing debits and credits, verifying cash positions and holdings, and using reconciliation tools to maintain data integrity. Investigates and resolves discrepancies by coordinating with external vendors, documenting resolution steps. Adheres to regulatory requirements (including Anti-Money Laundering (AML) protocols) internal policies, and industry standards by reviewing documentation for accuracy and completeness, monitoring for unusual activity, and maintaining compliant communication records. Proactively flags potential compliance issues for further review and stays up to date with evolving regulations through ongoing training. Serves as a point of contact for client inquiries across phone, email, and secure messaging platforms. Resolves a variety of client issues, including transaction delays, documentation gaps, and portal access problems, by coordinating with internal teams and ensuring follow-up until resolution. Upholds high standards of customer service by anticipating client needs, maintaining a professional and empathetic tone, and reinforcing the organization's commitment to excellence. Continuously evaluates operational workflows to identify opportunities for process improvement by analyzing inefficiencies, redundancies, and recurring issues. Gathers insights from team feedback, client experiences, and performance data to uncover patterns and pain points. Benchmarks internal practices against industry standards and best practices to recommend and support the implementation of more efficient, scalable solutions. Collaborates with wealth managers, account officers, compliance teams, and other internal and external stakeholders to support client service. Prepares client reports, manages documentation, and ensures timely follow-ups to facilitate smooth communication and workflow. Provides stakeholders with accurate data and tools needed to deliver high-quality service and meet client expectations. Skills and Qualifications Systematically gathers, interprets, and evaluates information to identify trends, solve problems, and support data-driven decision-making. Approaches challenges with a logical and creative mindset, identifying root causes and implementing effective, sustainable solutions. Assesses options, weighs potential outcomes, and makes timely, informed choices that align with organizational goals and client needs. 5+ years of experience in financial services operations (such as wealth management, banking, or brokerage) supported by post-secondary education or equivalent experience in finance, business, or a related field is preferred. Proficiency in Microsoft Office and Adobe, with the ability to manage data and documentation efficiently is preferred. Strong knowledge of trust administration, including transaction coding, fiduciary tax principles, principal and income accounting, and interpretation of trust documents is preferred. Demonstrated understanding of industry trends, best practices, and regulatory standards, with relevant training or certifications in trust, investment, 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 We Value People At PREMIER you get more than a paycheck, you get a rewarding career where you can make a difference! Headquartered in Sioux Falls, South Dakota, First PREMIER Bank and PREMIER Bankcard are considered one of the nation's strongest financial organizations. We have achieved this success thanks to our commitment to always doing what is right for our employees, customers and the communities we serve. We value people and treat our employees as our greatest resource. We actively invest in their professional growth and development, make a strong effort to recognize achievement and take the time to celebrate success. Spirit of Giving Back Giving back to our communities is at the heart of PREMIER. We support nearly 700 organizations, non-profits and events. Paid volunteer hours encourage PREMIER employees to get involved in the community. Our employees annually volunteer an average of 33,000 hours for causes important to them. The PREMIER Way Our spirit of giving is rooted in The PREMIER Way and the PREMIER Attitude. These shared views and values guide our interactions with each other, our customers and our communities. It's the foundation of our culture and makes PREMIER a great place to work. Learn More PREMIER Benefits PREMIER employees who work 20+ hours per week are eligible for full-time benefits, including medical coverage with free vision and dental insurance. We offer expanded Paid Time Off and a highly competitive 401(k) plan that features a dollar-for-dollar company match after 120 days of employment. Employees can experience personal and professional growth through PREMIER University. It offers skill-based training, leadership classes and inspirational national speakers. PREMIER Wellness PREMIER Wellness unifies physical and mental health, financial wellness and community giving under one program designed to help employees find optimal work/life wellbeing. Through our Employee Assistance Program, employees have access to free counseling sessions, online resources and legal support. Community Giving offers our employees purpose-driven, meaningful opportunities where they know they are making a difference. Celebrating Success Recognizing and rewarding success is an important part of the PREMIER culture. We celebrate and show our appreciation with private concerts and special events. We've also celebrated with surprise gifts, cash/car giveaways, Apple watches, wireless earbuds and more! At quarterly staff meetings, employees who have gone above and beyond in their job or in their community are awarded a PREMIER Performer or PREMIER Eagle Service Award. Employees celebrating 20, 25, 30, 35, 40, 45 and 50 year Milestone Anniversaries receive $1,000 for every year they have worked with PREMIER.