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Trust & Family Office Analyst

Parkside Financial Bank & Trust

  • Denver, Colorado
  • 4 days ago

    Highlights

    This role works closely with our advisors to provide comprehensive, personalized service to clients across tax and estate planning, cash flow management, charitable giving and investments, while supporting ongoing client communication and relationships. 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.

    Numbers & Facts

    LocationDenver, Colorado
    Websitehttps://www.pfbt.com/working-at-parkside/career-opportunities

    Description

    Parkside Financial Bank & Trust started in 2007 with four professionals and one big goal: to make business banking and wealth management more personal, more insightful, and more responsive. Today, we’re an independent partner for successful families and privately held businesses, bringing together banking, commercial lending, trust, and family office services in one place.
     
    From St. Louis to Denver to Bedford, we’ve grown with our clients to $1.2 billion in Bank assets and approximately $3.9 billion in Trust & Family Office assets under management. We’ve also been recognized as a Top Workplace in St. Louis for six consecutive years thanks to a team that’s Smart, Likeable, Entrepreneurial, and Dependable. If you like doing great work with great people, you’ll fit right in.
     
    WhyParkside? We are a fast-growing, high-trust team where you’ll do real work, learn quickly, and be genuinely valued.
     
    We are seeking a highly motivated individual to join our Trust & Family Office team. This role works closely with our advisors to provide comprehensive, personalized service to clients across tax and estate planning, cash flow management, charitable giving and investments, while supporting ongoing client communication and relationships. 
     
    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.
    QUALIFICATIONS
    • Bachelor’s degree required – accounting, economics, finance or business with an emphasis on accounting/finance
    • 2+ years relevant experience preferred 
    • Obtained certification and/or willing to complete coursework pertaining to certifications, such as CFP® or FPQP®
    • Motivated self-starter with strong analytical skills
    • Advanced Excel and writing 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
    • Strong work ethic
    • Service oriented
    • Willingness to learn and contribute to 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
    • 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!
     
    Salary for this position is expected to range from $60,000-$90,000 annually. Actual starting salary will be determined based on relevant years experience, qualifications, credentials, and market considerations. Additional compensation to include bonus eligibility and a comprehensive benefits package.
     
     
     
     
    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.

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