Trust & Family Office Support Specialist

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, Denver, Colorado, and a suburb of New Hampshire just outside Boston, Massachusetts, our dedicated team has grown our bank division to $1.1 billion in assets and our Trust & Family Office assets under management to approximately $2.7 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 seeking a highly motivated and detail-oriented individual to join our Trust & Family Office team in Denver. This role primarily involves coordinating client communications and administrative support for our advisors, with occasional analyst responsibilities as needed.

COORDINATOR RESPONSIBILITIES (80%)

• Assist with the creation and completion of client paperwork
• Manage an efficient onboarding process for new account relationships
• Support scheduling of client experiences, including some venue coordination and third-party contractors
• Service client needs and collaborate with Trust & Family Office colleagues to ensure the highest level of service
• Communicate and work with support teams to maintain accurate client data in multiple client management systems
• Assist with preparation of client meeting materials
• Assist clients with account questions and educate clients on various online management tools
• Coordinate money movement transactions
• Maintain accurate client data

ANALYST RESPONSIBILITIES (20%)

• Assist with the preparation of materials for periodic client meetings, which includes creating and/or updating reports such as cash flows, financial statements, and asset allocations summaries
• Review and track client account applications, transfers, and directives
• Assist advisors with various special projects and requests
• Continue to expand knowledge of comprehensive wealth management including Financial Planning, Tax Planning, Asset Management, Risk Management and Estate Planning

QUALIFICATIONS

• Bachelor’s degree required, finance or business preferred
• 3 years’ experience in a similar role within the financial industry
• Obtained relevant industry certifications and/or willing to complete coursework pertaining to certifications
• Willing to become a notary, if not one currently
• Detail-oriented and highly organized
• Able to multi-task and prioritize to meet deadlines
• Motivated self-starter with analytical skills
• Able to work both independently and as an integral part of a team
• Eager to learn new skills in a variety of financial planning areas using multiple software applications
• Able to focus on key priorities and thrive in a complex and ever-changing environment
• Strong work ethic
• Service oriented
• Willingness to learn and contribute to the 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
• 401k Plan Employer Match
• Employee Stock Options
• Paid 4 Week Sabbatical Program with every 5 years of employment, including $5,000 for travel
• 12-week Paid Maternity Leave
• Tuition Reimbursement
• Charitable Giving
• 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.

Job Type: Full-time

Pay: $60,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Tuition reimbursement
• Vision insurance

Schedule:

• Day shift
• No weekends

Education:

• Bachelor's (Required)

Experience:

• Financial Support: 3 years (Required)

License/Certification:

• Certified Notary Public (Preferred)

Work Location: In person

Salary : $60,000 - $90,000