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) protocol...