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Trust & Family Office Coordinator

Parkside Financial Bank & Trust

  • Clayton, North Carolina
  • Today

    Highlights

    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. 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.

    Numbers & Facts

    LocationClayton, North Carolina
    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 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.
     
    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:
    • 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.
                                                   

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