Trust Advisor

Parkside Financial Bank & Trust • Clayton, MO

13d

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 $1.1 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 strong 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. 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.

Requirements

• 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

Nice To Haves

• 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

Benefits

• 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!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level