Trust & Family Office Analyst

Join to apply for the Trust & Family Office Analyst role at Parkside Financial Bank & Trust
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Parkside Financial Bank & Trust is an independent financial institution dedicated to serving discerning families and privately held businesses. With offices in St. Louis, Missouri and Denver, Colorado, we manage $1 billion in bank assets and $3.6 billion in trust and family office assets. We are committed to a culture of Smart, Likeable, Entrepreneurial and Dependable values, and have been named a Top Workplace in St.

Louis for five consecutive years.

• Assist with preparation of reporting materials for periodic client meetings, including cash flows, financial statements, and asset allocation summaries, and drafting projections and calculations.
• Analyze investment performance and research investment options to provide recommendations.
• Review and track client account applications, transfers, and directives.
• Provide exceptional client service and responsiveness, coordinating regular review meetings and service requests.
• Prepare documents for closing new client prospects for wealth‑planning services.
• Advise clients on market conditions, investment trends, and alternatives, explaining a variety of investment vehicles.
• Assist advisors with special projects and requests.
• Ensure regulatory compliance in processes and procedures for the team.
• Uphold high levels of ethics, integrity, and professionalism in all client interactions, promoting the bank’s reputation and compliance with policies and regulations.
• Expand knowledge of comprehensive wealth management, including financial planning, tax planning, asset management, risk management, and estate planning.

• Bachelor’s degree in accounting, economics, finance, or business with an emphasis on accounting/finance.
• Possession of or willingness to pursue certifications such as CFP® or FPQP®.
• Prior analyst experience preferred.
• Experience with Tamarac and/or Salesforce.
• Strong analytical skills, self‑starter, and ability to stay organized, multi‑task, and prioritize deadlines.
• Ability to work independently and as part of a team.
• Willingness to learn new skills across financial planning areas and software.
• Advanced Excel and writing skills; strong work ethic and service orientation.
• Commitment to contribute to the company’s financial growth and profitability.

• Competitive salary with bonus.
• Medical, dental, and vision insurance.
• 401(k) plan with employer match.
• Employee stock options.
• 12‑week paid maternity leave.
• Paid 4‑week sabbatical program, including $5,000 for travel, every 5 years of employment.
• Tuition reimbursement.
• Employee charitable giving support.
• Company‑paid parking and other perks.

Parkside Financial Bank & Trust provides equal employment opportunities (EEO) to all employees and applicants 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 an inclusive workplace and will provide accommodations for applicants and employees who require them.

All employment offers are contingent upon successful completion of background checks and drug screening.