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Posting Date :
Primary Location :
Atlanta Area, GA US
Work Address :
303 Peachtree Center Avenue
Job ID :
Schedule :
Job Description :
Job Description
This position will report to the SunTrust Advisory Services Regional Operations Manager for SunTrust Advisory Services (STAS) RIA. The associate will provide administrative and operational support to the Investment Strategists and Investment Analyst. Duties include setting up new accounts, money movement request, assist with creation of financial plans, advisory proposals, performance reporting and service client advisory accounts. Works with less direction and handles more complex duties. Additional responsibilities include training the IS on operational processes and procedures, processing request for learning material and other project management duties as assigned by manager.

Minimum Requirements: Fully proficient in all brokerage desktop tools & procedures. Series 7, 63 and 65 (or 66) licenses. Minimum 4 years of experience in the securities industry. Strong customer service and communication skills.

Preferred Requirements: 3 years of direct experience. Sales related experience. Life and Health Insurance.

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 originTo review the EEO Poster, copy and paste the following link into your browser:
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