Private Wealth Family Office Services Coordinator

Candidate will work with ultra high net worth clients within a Local Family Office. The candidate for the role will be the primary team member responsible for day-to-day client contact. He/she will need to have skills and experience identifying client's needs, be able to handle and manage clients' tax, financial, estate planning, human capital and banking goals and objectives. The candidate will be responsible for preparing customized client financial statements, investment reports, track investment allocations, plan client meetings, and administer client banking functions, (i.e. issue checks, wire money, execute trades). As part of the LFO Team, duties include working closely with Financial Wealth Advisors, GFO Financial Advisors and the GFO Resource Center. This position is fundamentally administrative and deals with operational back office processes.   Minimum requirements:  2 years of experience in financial services industry and Bachelor's Degree or 4 years of experience in financial services industry.   Candidate must feel comfortable working with high net worth clients, and have excellent written and oral communication skills.  Must be proficient in MS Word, PowerPoint and Excel. Prefer requirements: In addition to the above 1 year of banking and trust experience, Bachelor’s Degree in business or related field.   To apply please click here or copy and paste in your browser:  http://careers.suntrust.com/psc/STAPP/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_CE.GBL?Page=HRS_CE_JOB_DTL&HRS_JOB_OPENING_ID=126981  SUNTRUST QUICK FACTS Banking Locations: 1,731 ATMs: 2,532 Employees (FTE): 33,138 Stock Symbol (NYSE): STI JOB DETAILS Job Title: Private Wealth Family Office Services Coordinator Location: Orlando, FL Position Type: Full Time, Employee Ref Code: 126981 Job Category: Accounting/Finance/Insurance Education Level: Vocational Address:Orlando, FL 32801 Contact Information Company: SunTrust BankView all SunTrust Bank opportunitiesLearn more about SunTrust Bank