Trust & Family Office Analyst

Parkside Financial Bank & Trust

Job Location:

Clayton, OH - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

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 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.

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 Banks 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

QUALIFICATIONS

Bachelors 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 withTamaracand/orSalesforce
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 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
12-week paid maternity leave
Paid 4 Week Sabbatical Program including $5000 for travel with every 5 years of employment
Tuition Reimbursement
Employee charitable giving support
Company-paid parking & more!

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:

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 Banks 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

QUALIFICATIONS

Bachelors 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 withTamaracand/orSalesforce
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 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
12-week paid maternity leave
Paid 4 Week Sabbatical Program including $5000 for travel with every 5 years of employment
Tuition Reimbursement
Employee charitable giving support
Company-paid parking & more!

All employment offers are contingent until applicant successfully completes all necessary background checks and drug screens.

Required Experience: