Trust & Family Office Coordinator

FDIC-Insured - Backed by the full faith and credit of the U.S. Government

There are plenty of jobs out there, but an uncommon career? Those are rare. And it’s what you’ll find come to an organization of thought leaders and go-getters. We are looking for people who are smart, likeable, entrepreneurial, and dependable. If you are on a mission for more, you’ll find it here.

Position:Trust & Family Office Coordinator

Location: Denver, CO

Job :290

# of Openings:1

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.

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.

• 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
• 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

• 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

Parkside is proud to offer competitive benefits for all our employees, including:

• Competitive salary with bonus
• Medical, dental, and vision insurance
• 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

Compensation for this position is expected to range from $60-80k annually. Actual starting salary will be determined based on relevant experience, qualifications, credentials, and market considerations. Additional compensation may include bonus 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, 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.