Senior Trust & Family Office Analyst

Parkside Financial Bank & Trust•Clayton, MO

About The Position

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 billion in assets and our Trust & Family Office assets under management to approximately $3.6 billion. Voted a Top Workplace in St. Louis for five years running, we are proud to build a growing team of Smart, Likeable, Entrepreneurial and Dependable employees. 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. We are looking for a highly motivated individual to join our Trust & Family Office team as a Senior Analyst. This is a great position that includes assisting in client communications and providing support to our advisors and their clients, delivering full-scope client service in the areas of tax and estate planning, cash flow management, charitable giving, and investments.

Requirements

Bachelor’s degree required, accounting and/or finance or business with an emphasis on accounting/finance preferred
4+ years’ experience in the financial industry in a similar analyst role
Obtained or willing to obtain certification, such as: CFP or CFA
Willingness to participate in a Parkside Committee
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
Eager to learn new skills in a variety of financial planning areas using multiple software applications
Strong work ethic
Service oriented
Willingness to learn and contribute to company’s financial growth and profitability

Responsibilities

Performs research & analysis and/or manages investment options.
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 for clients with a Degree of Difficulty of 4+
Draft financial projections and calculations
Analyze investment performance and research investment options and provide recommendations
Review and track client account applications, transfers and directives
Assist advisors with various special projects and requests
Provide information and make recommendations on advisory service products, investment selections, sustainability guidelines and reporting decisions.
Assists with training and developing mid-level and junior analysts
Continue to expand knowledge of comprehensive wealth management including Financial Planning, Tax Planning, Asset Management, Risk Management and Estate Planning