Trust & Family Office Coordinator — Elevate Client Experience

Parkside Financial Bank & Trust; Clayton (MO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary with bonus

Medical, dental, and vision insurance

Employee Stock Options

4 Week Sabbatical Program with $5,000–

12-week Paid Maternity Leave

Tuition Reimbursement

Charitable giving support

Job summary

Parkside Financial Bank & Trust in Clayton, MO, seeks a Trust & Family Office Coordinator to support advisors and manage daily operations. The role focuses on onboarding, client data integrity, and coordinating client experiences with external partners.

The ideal candidate has 3+ years of administrative experience and familiarity with wealth management services; notary is required if not already held. A collaborative, detail-oriented professional will thrive here.

Qualifications

• Minimum of 3 years administrative experience.
• Experience and knowledge of wealth management services preferred.
• Notary is required if not already certified.

Responsibilities

• Assist with creation and completion of client paperwork.
• Manage onboarding for new account relationships.
• Coordinate client experiences including venue coordination and third-party contractors.
• Maintain accurate client data across systems.
• Provide high-level service to Trust & Family Office clients.
• Educate clients on online financial tools.
• Prepare client meeting materials.
• Coordinate money movements.
• Track action items and calendar meetings.
• Navigate reports in client management systems.
• Answer client questions about accounts.
• Schedule meetings using calendars.

Skills

Administrative skills

Attention to detail

Team collaboration

Independent work

Education

High school diploma or equivalent

Tools

Office software

CRM systems

Job description

Parkside Financial Bank & Trust in Clayton, MO, seeks a Trust & Family Office Coordinator to support advisors and manage daily operations. The role focuses on onboarding, client data integrity, and coordinating client experiences with external partners.

The ideal candidate has 3+ years of administrative experience and familiarity with wealth management services; notary is required if not already held. A collaborative, detail-oriented professional will thrive here.