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, 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 $2.6 billion. Voted a Top Workplace in St. Louis in 2019 and 2021-2024, 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.
The Trust Associate will be part of the Trust & Family Office division, supporting our Trust Advisors, allowing them to focus on new sales development, trust administration and wealth management. The Trust Associate should have 3+ years' administrative experience. Experience working in trust or a family office is strongly preferred.
RESPONSIBILITIES • Assist Trustee clients with account questions with assistance from various resources • Assist with the creation and completion of client paperwork • Manage an efficient onboarding process for new account relationships • Navigate and generate reports in multiple client management systems • Communicate and work with support teams to maintain accurate client data in multiple client management systems • Coordinate money movement transactions • Schedule client and internal meetings using individual and team calendars • Assist with preparation of client meeting materials • Manage client meeting action items to ensure timely completion • Manage client portal access • Prepare internal trust administration forms, such as discretionary distribution requests and administrative reviews, for trust advisor review and approval • Manage trust termination and account closing process • Assist with various projects including, but not limited to, tax reporting and return management, estate settlement, real estate management, life insurance trust management, fee reconciliation, etc. • Service client needs and collaborate with Trust and Family Office colleagues to ensure the highest level of service
QUALIFICATIONS • 3+ years administrative experience with experience in a wealth management or trust environment preferred • Strong customer service skills with the ability to actively listen, practice patience, effectively communicate and exhibit a positive attitude • Detail oriented and highly organized • Able to multi-task and prioritize to meet deadlines • Able to work both independently and as an integral part of a team • High professional standards and sound judgement • Able to focus on key priorities and thrive in a complex and ever-changing environment • Strong work ethic • Stable under pressure or stress • Willingness to learn and contribute to the company's 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
401(k) Plan + Employer Match
Employee Stock Options
Paid 4 Week Sabbatical Program, including $5,000 for travel, with every 5 years of employment
12-week Paid Maternity Leave
Tuition Reimbursement
Employee charitable giving support
Company paid parking & more!
Equal Opportunity Statement - 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 laws. We 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.