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Posting Date :
Primary Location :
Sarasota County, FL US
Work Address :
1777 Main Street
Job ID :
Schedule :
Job Description :
Job Description
Serves as the primary team member responsible for day-to-day client contact for clients within a Local Family Office.  Identifies clients’ needs to meet clients' tax, financial, estate planning, human capital and banking goals and objectives.  Responsible for preparing customized client financial statements and investment reports, administering client banking functions, tracking investment allocations and planning client meetings. As part of the LFO Team, duties include working closely with GFO Family Wealth Advisors, GFO Family Investment Officers, and the GenSpring Resource Center.  Family Service Coordinators will take part in family meetings which will include travel some of the time.

Minimum Requirements:

College Degree or 3-5 years experience in the financial services industry

Experience working with ultra high net worth families ($25MM and up)

College degree.  Completion of designated trust schools CTFA certification.

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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