{"id":2195750,"url":"https://alion.io/job/first-premier-bank-senior-wealth-management-associate","title":"Senior Wealth Management Associate","company":{"id":2276668,"name":"First PREMIER Bank","domain":"firstpremier.com","url":"https://alion.io/company/firstpremier","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":86,"open_postings":4,"ghost_share":0,"stale_share":0.75,"repost_share":0,"time_to_fill_p50_days":21,"computed_at":"2026-11-03T05:54:40Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Sioux Falls, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":69000,"max_usd":132000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":5022},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-09T19:17:37Z","employer_posted_date":"2026-10-09","last_verified_at":"2026-11-03T03:43:44Z","board_verified":true,"closed_at":null,"days_open":24,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":24},"description":"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.\nWe 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 ourepic celebrations andemployee recognitions.\nConsidered 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.\nJob Description:\nLocation: Sioux Falls, SD\nShift: Monday-Friday, 8:00am - 5:00pm\nJob Status: Full-Time\nCompany: First PREMIER Bank\nAbout the Role\nSupports 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.\nJob Duties and Responsibilities\nEssential duties and responsibilities include the following. Other duties may be assigned.\nOversees 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.\nResponds promptly and professionally to client service inquiries. Supports advisors in processing client instructions, such as account updates, disbursements, online access, and delivery preferences.\nCollaborates 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.\nProvides 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.\nManages the daily processing of cash disbursements, client contributions, and expense payments by accurately entering transaction details into the trust accounting system.\nMaintains and updates client account files to ensure accuracy, completeness, and compliance with internal standards.\nCoordinates 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.\nGenerates client reports and supports regulatory recordkeeping by compiling data from internal systems and maintaining organized documentation for audits and compliance.\nSkills and Qualifications\nAbility to accurately process and manage information, ensuring that all client data, documentation, and financial transactions are precise.\nCapacity to clearly and professionally convey information, both verbally and in writing, to clients, colleagues, and stakeholders while maintaining confidentiality and client trust.\nAbility to prioritize tasks, meet deadlines, and handle multiple responsibilities in a fast-paced environment.\n3+ years of experience in an administrative or client support role within financial services such as wealth management, banking operations, or brokerage firm is preferred.\nProficiency in Microsoft Office and Adobe is required. \nSome post-secondary education or equivalent experience in finance, business administration, accounting, trust administration, or a related field is preferred.\nTraining or certification in trust, investment, retirement, or financial planning disciplines is preferred.\nCompetitive Benefits Package\nFull medical benefits when working 20+ hours per week\nTraditional and High Deductible health plan options available\nFREE dental and vision coverage\nGenerous Paid Time Off plans\n401(k) - dollar-for-dollar match up to 5% of total compensation\nSpecial discounts and offers for events at the Denny Sanford PREMIER Center\nPREMIER Wellness Program\nPaid Community Volunteer Hours - PREMIER averages 30,000 hours per year\nFun Employee Parties\nOur Culture\nWe have an emphasis on personal success, respect, health, wellness, fun and giving back\nEmployees are rewarded, valued, and celebrated for hard work.\nCareer advancement opportunities is a way PREMIER leaders show they care.\nAppreciation is shown through concerts, outdoor bashes, cash, car giveaways and more.","description_format":"text","description_chars":4975,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Commercial & Retail Banks"],"lifecycle":[{"event":"open","at":"2026-10-09T19:17:37Z"}],"visa":[],"liveness":{"score":44,"band":"fade","label":"Fading","p_open":1,"p_active":0.793,"p_room":0.55,"age_days":24,"expected_fill_days":21,"reasons":["conf:2","win:tail"],"computed_at":"2026-11-03T05:54:40Z"},"pay":null,"html_url":"https://alion.io/job/first-premier-bank-senior-wealth-management-associate","json_url":"https://alion.io/job/first-premier-bank-senior-wealth-management-associate.json","meta":{"generated_at":"2026-11-03T11:51:41Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":16205,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-04T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2276668},"rest":"https://alion.io/mcp/rest/get_company?id=2276668"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ffirst-premier-bank-senior-wealth-management-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ffirst-premier-bank-senior-wealth-management-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ffirst-premier-bank-senior-wealth-management-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/first-premier-bank-senior-wealth-management-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffirst-premier-bank-senior-wealth-management-associate"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2195750}},{"tool":"search_jobs","arguments":{"company":"firstpremier.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2195750},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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