Trust Rotation

The Trustee Services Team at Parkside is committed to providing clients with administrative, investment, legal, and accounting expertise to support clients. In a collaborative and hands-on environment, their goal is to achieve the very best for clients year over year.

As an intern, we were tasked with projects such as verifying tax return payments to ensure clients were prepared for the new Tax Day due to the COVID pandemic, we worked on comparing asset allocations and verifying that data was accurate in Parkside platforms, while also assisting with gathering documents for client account reviews.

Throughout the rotation the trust team was able to provide us with all the resources and tools we needed to succeed. With the guidance from our mentor, Angie Ilko, we were able to create model portfolios, client user guides and vendor review reports all while getting a glimpse in the structure and concept of trust services.

While in school, trust services and documents are something you do not learn much about. At Parkside, we were able to see firsthand how trust documents are maintained and structured while also understanding how to build relationships with clients.