Trust & Family Office Coordinator

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. Why Parkside? 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! 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.

The coordinator will manage daily operational requirements and support the Trust & Family Office division by assisting with client paperwork and onboarding. They will also facilitate client meetings, maintain accurate data, and coordinate financial transactions to ensure high-quality service.

Candidates must have a high school diploma or equivalent and at least 3 years of administrative experience. Experience supporting a Trust, Family Office, or Wealth Management team is preferred, and the candidate must be a notary or willing to become one.

• Competitive salary • Bonus • Medical insurance • Dental insurance • Vision insurance • 401(k) plan • Employer match • Employee stock options • Paid 4 week sabbatical program • Paid maternity leave • Tuition reimbursement • Employee charitable giving support • Company paid parking

• Problem solvingPreferred
• Attention to detailPreferred
• CommunicationPreferred

Identified from the job description. Confirm important requirements above.

• Administrative support
• Wealth management
• Client onboarding
• Data management
• Financial reporting
• Notary public
• Scheduling
• Client relations
• Office technology
• Multi-tasking
• Attention to detail
• Communication
• Problem solving
• Financial services
• Transaction coordination
• Notary Services
• Ability To Meet Deadlines
• Willingness To Learn
• Commercial Lending
• Administrative Functions
• Self-Motivation
• Quick Learning
• Commercial Banking
• Management
• Employee Stock Option
• Financial Services
• Financial Management
• Multitasking
• Wealth Management
• Coordinating
• Detail Oriented

• Finance & Accounting
• Administrative
• Customer Service & Support
• Family Coordinator
• Administrative Clerk / Coordinator
• General Office Clerks
• Secretaries and Administrative Assistants, Except Legal, Medical, and Executive

Minimum education

High school

Minimum experience

2+ years

Posting language

English

Working hours

40 hours per week