SunTrust Banks Family Service Coordinator, GenSpring Family Offices (Miami, FL) in Miami, Florida33126

Family Service Coordinator, GenSpring Family Offices (Miami, FL)-W440063

Description

Serves as the primary team member responsible for day-to-day client contact for clients within a Local Family Office. Identifies clients’ needs to meet clients' tax, financial, estate planning, human capital and banking goals and objectives. Responsible for preparing customized client financial statements and investment reports, administering client banking functions, tracking investment allocations and planning client meetings. As part of the LFO Team, duties include working closely with GFO Family Wealth Advisors, GFO Family Investment Officers, and the GenSpring Resource Center. Family Service Coordinators will take part in family meetings which will include travel some of the time.

Qualifications

Minimum Requirements:

College Degree or 3-5 years experience in the financial services industry

Experience working with high net worth families ($5MM and up)

Preferred:

College degree. Completion of designated trust schools CTFA certification.

Job:Private Wealth Management

Primary Location: FL-Miami Area

Work Locations: South Miami Building

5857 Sunset Drive

Miami 33143

Schedule:Full-time

Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.

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