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Form of workIn 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 and Denver, Colorado, our dedicated team has grown our bank division to $950 million in assets and our Trust & Family Office assets under management to approximately $2 billion. Voted a Top Workplace in St. Louis in 2019 and 2021-2023, 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.
Parkside is searching for a highly motivated and detail-oriented individual to play a key role in executing daily operational requirements and support Trust & Family Office division. This team member will collaborate with our TFO Advisors, allowing them to provide comprehensive wealth advisory services to a diverse clientele focused on success. The overall goal of the TFO Coordinator is to ensure all logistics are taken care of to the highest possible standard so that we elevate each experience for our clients. A high school diploma or equivalent along with 3 years of administrative experience required and experience supporting a Trust, Family Office and/or Wealth Management team is preferred.
RESPONSIBILITIES
- Assist with the creation and completion of client paperwork
- Manage an efficient onboarding process for new account relationships
- Supports scheduling of client experiences, including some venue coordination and third-party contractors
- Communicate and work with support teams to maintain accurate client data in multiple client management systems
- Service client needs and collaborate with Trust and Family Office colleagues to ensure the highest level of service
- Educate clients on various online financial management tools
- Assist with preparation of client meeting materials
- Maintain accurate client data
- Coordinate money movement transactions
- Manage client meeting action items to ensure timely completion
- Navigate and generate reports in multiple client management systems
- Assist clients with account questions
- Schedule meetings using individual and team calendars
- Must be a notary if not one currently
QUALIFICATIONS
- Minimum of 3 years administrative experience
- Experience and knowledge of wealth management services preferred
- Proficient in current and new office technology
- Ability to identify opportunities to create efficiency
- Detail-oriented and highly organized
- Able to multi-task and prioritize to meet deadlines
- Able to work independently and as an integral part of a team
- Quickly and proficiently comprehend new information
- Able to focus on key priorities and thrive in a complex and ever-changing environment
- Stable under pressure or stress
- Willingness to learn how financial services/markets work and contribute to company’s 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
- 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!
Parkside Financial Bank & Trust provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, gender identity, sexual orientation, disability or genetics. All employment offers are contingent until applicant successfully completes all necessary background checks and drug screens.
