What are the responsibilities and job description for the Trust Advisor position at Parkside Financial Bank & Trust?
In 2007, four different, but complementary, professionals gathered to discuss a shared vision—assemble talented thought leaders to establish a financial institution that could breathe new life into business banking and wealth management. They founded Parkside Financial Bank & Trust: an independent financial institution with an integrated way of conducting business, designed specifically to serve the needs of discerning families and privately held businesses. Parkside offers a uniquely fresh perspective on banking, commercial lending, trust and family office services. Our interactive partnership between our clients and our team drives success, builds legacies, and transforms businesses. This is what makes ours an uncommon partnership.
With offices in St. Louis, Missouri and Denver, Colorado, our dedicated team has grown our bank division to $1.1 billion in assets and our Trust & Family Office assets under management to approximately $2.6 billion. Voted a Top Workplace in St. Louis in 2019 and 2021-2024, we are proud to build a growing team that embrace our core values: Smart, Likeable, Entrepreneurial and Dependable. Join Parkside as we help our clients achieve financial success. Experience a rewarding career with robust benefits and professional growth opportunities, within a community of colleagues and friends.
Parkside is searching for a highly motivated and experienced Trust Advisor, responsible for the administration, risk management and service of assigned fiduciary and investment management accounts. This role will often include relationship management responsibilities, and requires product knowledge and account expertise (including, but not limited to IRAs, Charitable/Philanthropic Accounts, ILITs, estates, etc.).
The Trust Advisor is accountable for serving and retaining existing relationships in the Trust and Family Office Division. Account administration will include following all governing compliance (i.e. estate planning documents and state statutes) and Parkside Financial Bank & Trust policies and procedures. Bachelor’s degree required, law degree and/or Certified Trust and Fiduciary Advisor (CTFA) designation preferred.
RESPONSIBILITIES
- Maintain client contact and communication to ensure client needs are met and exceeded
- Meet compliance, account administration and customer service requirements of accounts while adhering to applicable laws, regulations, policies and governing agreements
- Ability to administer account relationships with more complex legal or unique asset responsibilities.
- Develop new business relationships and additional business opportunities from existing clients
- Develop cross-sell opportunities from trust client base for other areas of the Bank
- Develop and maintain knowledge and communication of investment guidelines and practices
- Assist other Advisors in their development of new business and additional business from existing clients
- Responsible for other tasks as assigned by manager or other members of management.
- Provide support on special projects as needed
QUALIFICATIONS
- Bachelor’s degree required; CTFA preferred
- 5 years of experience working with financial and estate planning concepts
- Motivated self-starter with strong analytical skills
- Able to multi-task and prioritize to meet deadlines
- Able to work both independently and as an integral part of a team
- Ability to maintain high degree of confidentiality and integrity
- Service oriented and possess a “can do” customer-service attitude
- Willingness to learn and contribute to company’s financial growth and profitability
EMPLOYEE BENEFITS
Parkside is proud to offer competitive benefits for all our employees, including:
- Competitive salary with bonus
- Medical, dental, and vision insurance
- 401(k) Plan Employer Match
- Employee Stock Options
- Paid 4 Week Sabbatical Program, including $5,000 for travel, with every 5 years of employment
- 12-week Paid Maternity Leave
- Tuition Reimbursement
- Employee charitable giving support
- Company paid parking & more!
Parkside Financial Bank & Trust provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We are committed to providing an inclusive workplace that accommodates the diverse needs of all individuals. If you require any accommodations during the application process or while employed, please inform us so we can provide suitable assistance and modifications.
All employment offers are contingent until applicant successfully completes all necessary background checks and drug screens.
