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Posting Date :
Primary Location :
Lee County, FL US
Work Address :
12751 New Brittany Blvd
Job ID :
Schedule :
Job Description :
Job Description

Supports one or more Private Financial Advisor (Advisors). Works closely with Advisor(s) to meet the needs and objectives of the client(s). Assists customers with trades (if licensed), requests for information, research, account problems etc. – all types of customer service. Assist with all operational requests. Utilizes tools and resources to help Advisor(s) with the growth of their business. Complies with all compliance & risk management policies and procedures associated with the role. Reports to the STIS Group/Area Operations Manager.

Handles routine duties under direct supervision of the Advisor(s).


Basic Qualifications:
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.

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