Experience:
5+ years of experience
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Employment Type:
Full time
Posted:
7/3/2017
Job Category:
Accounting
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Advisory Center Trust Advisor (Orlando, FL)
Suntrust Banks, Inc. | Orlando, Florida
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Job Description

Advisory Center Trust Advisor (Orlando, FL)-W438114

Description

Directly administers all types of Private Wealth Management (PWM) Trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size. Conforms to SunTrust policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Sarbanes Oxley/Anti-money Laundering). Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary documents. Partners with Client Advisors, Trust Consultants, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax, financial, estate planning, and banking goals and objectives. Ensures trust administrative duties are completed including cash management, trouble shooting, and proper documentation of files and the InSite system. Meets or exceeds customer service standards. Initiates annual communication with trust clients in accordance with company standards. Identifies and sells additional bank products to better meet the client's needs. Conducts annual Reg-9 reviews and coordinates tax matters for assigned accounts including 1099s, 1041s, and others as appropriate.

Qualifications

Basic Qualifications: 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration. Experience working with investment products. Strong knowledge of estate planning, fiduciary and tax laws. Strong analytical skills including legal document interpretation skills. Deposit/general banking knowledge to effectively coordinate the delivery of a wide variety of bank products. Very knowledgeable of banking and trust systems. Intermediate or advanced PC skills including standard Microsoft Office products and database applications. Demonstrated organization skills and ability to prioritize work in a fast-paced environment. Excellent verbal and written communication skills. Able to communicate complex information clearly to clients and internal partners.

Preferred Qualifications: 10+ years of SunTrust Banks, Inc., (STI) Trust Administration experience. Undergraduate degree in fiduciary administration. Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA).

Job:Private Wealth Management
Primary Location: FL-Orlando / Central FL Area
Work Locations: SunTrust Center Tower Orlando

200 South Orange Avenue

Orlando 32801

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.

This company profile was created by AfterCollege and is about Suntrust Banks, Inc.. This page is not endorsed by or affiliated with Suntrust Banks, Inc.. For questions regarding company profiles, please email: care@aftercollege.com.