SunTrust Banks Client Service/Trust Support Specialist, Private Wealth Management (Richmond, VA) in Richmond, Virginia
Req ID: W460476
Job Description Works directly with Advisory Center Trust Advisor in support of the day-to-day administration of Private Wealth Management Trust accounts that are assigned to the book of business. Duties include trouble shooting problems, answering questions, working with attorneys, CPAs, etc on account details. Handles the most complex duties and questions under little supervision; may supervise and/or train junior staff. Handles day-to-day decisions regarding the accounts with review by Advisory Center Trust Advisor. Qualifications
- PC skills including MS Office products and ability to learn other computer software applications.
College degree or 3 years prior clerical/administrative experience in a wealth management support function. Preferred Requirements:
Prior supervisory experience
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.
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