Job Details

Advisory Center Trust Advisor

Company name

SunTrust Banks Inc.

Organization Type

In-House

Job Type

Attorney

Date Last Verified

Jun 15,2018

Posted on

Feb 08,2018

Years of Experience

Min 10 yrs required

Location

Orlando, FL
Practice Area
Trusts and Estates >> Trusts and Estates
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Advisory Center Trust Advisor The candidate should have 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration. Experience working with investment products. Strong knowledge of estate planning, fiduciary and tax laws. Strong analytical skills including legal document interpretation skills. Deposit/general banking knowledge to effectively coordinate the delivery of a wide variety of bank products. Very knowledgeable of banking and trust systems. Intermediate or advanced PC skills including standard Microsoft Office products and database applications. Demonstrated organization skills and ability to prioritize work in a fast-paced environment. Excellent verbal and written communication skills. Able to communicate complex information clearly to clients and internal partners. Preferred Qualifications: 10+ years of SunTrust Banks, Inc., (STI) Trust Administration experience. Undergraduate degree in fiduciary administration. Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA).

Additional info

Job ID : W448657

Company info

Hiring Coordinator
SunTrust Banks Inc.
6900 S Orange Blossom Trail
Orlando, FL 32809-5778

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