Senior Trust & Family Office Analyst
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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 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 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.
We are looking for a highly motivated individual to join our Trust & Family Office team as a Senior Analyst. 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
- Performs research & analysis and manages investment options
- Assists 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 for clients with a higher degree of difficulty
- Drafts financial projections and calculations
- Analyzes investment performance research investment options and provide recommendations
- Reviews and tracks client account applications transfers and directives
- Assists advisors with various special projects and requests
- Provides information and makes recommendations on advisory service products investment selections sustainability guidelines and reporting decisions
- Assists with training and developing mid-level and junior analysts
- Continues to expand knowledge of comprehensive wealth management including Financial Planning Tax Planning Asset Management Risk Management and Estate Planning
QUALIFICATIONS
- Bachelors degree required accounting and/or finance or business with an emphasis on accounting/finance preferred
- 4 years experience in the financial industry in a similar analyst role
- Obtained or willing to obtain financial certification such as: CFP or CFA
- Willingness to participate in a Parkside Committee
- 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
- Eager to learn new skills in a variety of financial planning areas using multiple software applications
- 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:
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
- Tuition Reimbursement
- Charitable Giving
- 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:
Senior IC
Key Skills
- Typing
- Clerical Experience
- Computer Operation
- Math
- Mortgage Servicing
- Office Experience
- Computer Literacy
- Medical Terminology
- Software Testing
- Administrative Experience
- Phone Etiquette
- Word Processing
About Company
A truly uncommon partnership is a rare collaboration. Partner with Parkside Financial Bank & Trust.
