SunTrust Banks STIS Administrative Assistant in Charlottesville, Virginia
Req ID: W467200
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).
* 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/eeocselfprintposter.pdf http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA_508c.pdf
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