8a7883d06dcbf31d016df034bce717da
The Trust & Family Office Analyst at Parkside Financial Bank & Trust provides comprehensive, personalized service to clients across tax and estate planning, cash flow management, charitable giving, and investments. This role supports ongoing client communication and relationships while assisting financial advisors with reporting, investment analysis, and client service. The position requires strong analytical skills, proficiency in Excel, and a commitment to regulatory compliance and ethical standards.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for 8a7883d06dcbf31d016df034bce717da.
11% below the average for this role
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