Client Services Administrator (Must reside in South Dakota )

New Client Services Administrator (Must reside in South Dakota within 30 minutes of Sioux Falls)

Location: Sioux Falls, SD (On-Site Free Parking)

Job Type: Full-Time | Monday–Friday, 7:00 AM – 4:00 PM

Pay: From $19/hour

Join American IRA and Help Clients Take Control of Their Financial Future. At American IRA, we empower individuals to manage their own retirement investments through self-directed IRAs. Located in the heart of downtown Sioux Falls, our team thrives in a professional, yet relaxed environment that values teamwork, accountability, and growth.

About Us

American IRA empowers individuals to manage their own retirement investments through self-directed IRAs. We offer a collaborative, professional, and growth-oriented environment in downtown Sioux Falls—with free on-site parking. We're looking for a motivated and detail-oriented administrative assistant that enjoys working with people, to join our client-focused team. This entry-level position is ideal for someone organized, tech-savvy (Must have advanced skills in Word, Excel, and One Suite), and excited to build a career in the financial services industry.

Role Overview

As a Client Services Administrator, you'll guide clients through account setup, provide top-tier support, and help ensure documents meet compliance standards.

Key Responsibilities

Assist clients with account opening and onboarding

Answer questions and resolve client issues (phone/email)

Review applications for accuracy

Maintain detailed records in CRM (Salesforce)

Process mail from clients

Collaborate with internal teams to improve the client experience

Qualifications

2+ years of administrative experience or customer service experience in an office environment (financial services a plus)

Excellent communication, attention to detail, and multitasking skills

Proficient in Microsoft Office (Excel, Word, PowerPoint, Adobe Acrobat);

CRM experience preferred

High school diploma and background check required

A positive, can-do attitude and commitment to confidentiality

Bonus: Familiarity with IRA rules and alternative investments (real estate, private placements)

Benefits

Career development opportunities

Paid time off & holidays

Health (employer-subsidized)

Dental, vision, and life insurance (employer paid)

Additional voluntary coverage (disability, pet insurance, etc.)

Apply Today

If you're detail-oriented, customer-focused, and ready to grow in financial services, apply now and join a team that helps clients take control of their financial future. To apply send your cover letter and resume to Sharon@newvisiontrust.com.

American IRA is an equal opportunity employer.