Trust & Family Office Analyst

Parkside Financial Bank & Trust • Clayton, MO

1d

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 $1.2 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 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. We are looking for a highly motivated individual to join our Trust & Family Office team. 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, economics and/or finance or business with an emphasis on accounting/finance
• Obtained certification and/or willing to complete coursework pertaining to certifications, such as CFP® or FPQP®
• Prior analyst experience preferred
• Experience with Tamarac and/or Salesforce
• Motivated self-starter with strong analytical skills
• Able to stay organized, 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
• Advanced Excel and writing skills
• Strong work ethic
• Service oriented
• Willingness to learn and contribute to company’s financial growth and profitability

Responsibilities

• Assist with preparation of reporting materials for periodic client meetings, which includes creating and/or updating reports such as cash flows, financial statements, and asset allocations summaries along with drafting financial projections and calculations
• Analyze investment performance and research investment options and provide recommendations
• Review and track client account applications, transfers, and directives
• Assist the financial advisor in providing an exceptional level of client service and responsiveness based on the needs and expectations of the client, including regular review meetings and service requests
• Assist in preparing documents for the financial advisor in the process of closing new client prospects for wealth planning services
• Advise clients and prospective clients regarding market conditions, investment trends, and investment alternatives including a direct understanding of and ability to explain a variety of investment vehicles and options
• Assist advisors with various special projects and requests
• Ensure proper regulatory compliance in processes and procedures for the team
• Ensure a high level of ethics, integrity and professionalism in all client, prospect, public, and internal interactions so as to promote the Bank’s reputation and to ensure compliance with Bank policies and applicable laws and regulations
• Continue to expand knowledge of comprehensive wealth management including Financial Planning, Tax Planning, Asset Management, Risk Management and Estate Planning

Benefits

• Competitive salary with bonus
• Medical, dental, and vision insurance
• 401k Plan + Employer Match
• Employee Stock Options
• 12-week paid maternity leave
• Paid 4 Week Sabbatical Program , including $5,000 for travel, with every 5 years of employment
• Tuition Reimbursement
• Employee charitable giving support
• Company-paid parking & more!

What This Job Offers

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