1-3 years of experience
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Employment Type:
Full time
Job Category:
STIS Administrative Assistant
(This job is no longer available)
Suntrust Banks, Inc. | Charlottesville, VA
Grad Date

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Job Description

Job Description :

Job Description

Supports one or more Private Financial Advisor (Advisors). Works closely with Advisor(s) to meet the needs and objectives of the client(s). Assists SunTrust Investment Services (STIS) clients with trades (if licensed), requests for information, research items, account issues and miscellaneous customer service needs. Assist with all operational requests, account opening, account maintenance and projects. Utilizes firm tools and resources to help Advisor(s) with the growth, marketing and service of the wealth management practice. Complies with all STIS compliance & risk management policies and procedures associated with the role.

Handles routine duties under direct supervision of the Advisor(s).


Basic Requirements:

* Experience with MS Office products, including spreadsheet, word processing and other business-related applications.

* 1 year professional administrative experience, customer facing retail role, or bachelor's degree.

* Good customer service and communication skills.

* Attention to detail and organization

* Ability to work in a fast paced environment

Preferred Requirements:

* Knowledge of investment industry terminology, processes, products, etc.

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.

To review the EEO Poster, copy and paste the following link into your browser: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf

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About Suntrust Banks, Inc.

SunTrust Banks, Inc. (SunTrust) primarily operates as a financial services holding company. Through its principal banking subsidiary, SunTrust Bank (the Bank), the Company provides deposit, credit, and trust and investment services. Through its subsidiaries, SunTrust also provides mortgage banking, credit-related insurance, asset management, securities brokerage and capital market services. The Company operates in five business segments: Retail, Commercial, Corporate and Investment Banking (CIB), Wealth and Investment Management, and Mortgage. The Bank operates primarily in Florida, Georgia, Maryland, North Carolina, South Carolina, Tennessee, Virginia and the District of Columbia. SunTrust provides clients with a selection of technology based banking channels, including the Internet, automated teller machines (ATMs), personal computers and around-the-clock telebanking. In May 2008, SunTrust completed the acquisition of GB&T Bancshares, Inc.