Experience:
3-5 years of experience
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Employment Type:
Full time
Posted:
6/16/2017
Job Category:
Finance
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Family Service Coordinator, GenSpring Family Offices (Miami, FL)
Suntrust Banks, Inc. | Hialeah, Florida
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Job Description

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.

To review the EEO Poster, copy and paste the following link into your brower: 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

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.

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