Senior Wealth Management Associate

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.
• Collaborates with officers to prepare correspondence related to account activity, such as distributions or trust updates, and finalizes letters for mailing or secure delivery.
• 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

Culture Emphasis

• Emphasis on personal success, respect, health, wellness, fun and giving back
• Employees are rewarded, valued, and celebrated for hard work
• Variety of career advancement opportunities and growth

Equal Opportunity Employer

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