Trust & Family Office Analyst

Parkside Financial Bank & Trust • Denver, CO

2d

About The Position

Parkside Financial Bank & Trust is seeking a highly motivated individual to join its Trust & Family Office team. The analyst works closely with advisors to provide comprehensive, personalized service to clients across tax and estate planning, cash flow management, charitable giving, and investments, while supporting ongoing client communication and relationships. The role also supports wealth planning services, regulatory compliance, and the continued development of comprehensive wealth management knowledge.

Requirements

• Bachelor’s degree in accounting, economics, finance, or business with an emphasis on accounting or finance.
• Motivated self-starter with strong analytical skills.
• Advanced Excel and writing skills.
• Ability to stay organized, multitask, and prioritize to meet deadlines.
• Ability to work independently and as an integral part of a team.
• Eagerness to learn new skills across financial planning areas using multiple software applications.
• Strong work ethic.
• Service oriented.
• Willingness to learn and contribute to the company’s financial growth and profitability.

Nice To Haves

• Two or more years of relevant experience preferred.
• Obtained certification and/or willingness to complete coursework pertaining to certifications such as CFP® or FPQP®.

Responsibilities

• Assist with preparing reporting materials for periodic client meetings, including cash flows, financial statements, asset allocation summaries, financial projections, and calculations.
• Analyze investment performance, research investment options, and provide recommendations.
• Review and track client account applications, transfers, and directives.
• Assist financial advisors in providing responsive client service based on client needs and expectations, including regular review meetings and service requests.
• Assist in preparing documents for financial advisors as they close new client prospects for wealth planning services.
• Advise clients and prospective clients regarding market conditions, investment trends, and investment alternatives, including explaining various investment vehicles and options.
• Assist advisors with special projects and requests.
• Ensure regulatory compliance in team processes and procedures.
• Maintain high standards of ethics, integrity, and professionalism in client, prospect, public, and internal interactions, promoting the Bank’s reputation and compliance with policies and applicable laws and regulations.
• Continue to expand knowledge of financial planning, tax planning, asset management, risk management, and estate planning.

Benefits

• Competitive salary with bonus eligibility.
• Medical, dental, and vision insurance.
• 401(k) plan with employer match.
• Employee stock options.
• 12-week paid maternity leave.
• Paid four-week sabbatical program, including $5,000 for travel, with every five years of employment.
• Tuition reimbursement.
• Employee charitable giving support.
• Company-paid parking.

What This Job Offers

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