drjobs Trust Family Office Support Specialist

Trust Family Office Support Specialist

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1 Vacancy
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Job Location drjobs

Denver, CO - USA

Monthly Salary drjobs

$ 60 - 90

Vacancy

1 Vacancy

Job Description

In 2007 four different but complementary professionals gathered to discuss a shared visionassemble 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 andwe 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 detailoriented individual to join our Trust & Family Office team in our Denver office. 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 thirdparty 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
  • Bachelors 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
  • Detailoriented and highly organized
  • Able to multitask and prioritize to meet deadlines
  • Motivated selfstarter 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 everchanging environment
  • Strong work ethic
  • Service oriented
  • Willingness to learn and contribute to the companys 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 $5000 for travel
  • 12week Paid Maternity Leave
  • Tuition Reimbursement
  • Charitable Giving
  • Companypaid parking & more
AllIn Compensation Range:$6090k/yr

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 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.


Required Experience:

Unclear Seniority

Employment Type

Full-Time

Company Industry

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