Parkside Financial Bank & Trust · 1 day ago
Trust & Family Office Analyst
Clayton, MO
Full-time
Onsite
New Grad, Entry LevelParkside Financial Bank & Trust is an independent financial institution focused on business banking and wealth management. The Trust & Family Office Analyst will assist in client communications, providing support to advisors and clients in tax and estate planning, cash flow management, charitable giving, and investments.
BankingFinancial ServicesInsurance
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 Bank’s 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
Qualification
Required
Bachelor's 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®
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 company's financial growth and profitability
Preferred
Prior analyst experience preferred
Experience with Tamarac and/or Salesforce
Benefits
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 $5,000 for travel, with every 5 years of employment
Tuition Reimbursement
Employee charitable giving support
Company-paid parking & more!
Company
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust is a financial services company providing banking and treasury management services.
Founded in 2008
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$2.87M2011-04-07Series Unknown· $2.87M
Leadership Team
Matthew Wagner
Chief Practice Officer | Co-Founder
Company data provided by crunchbase