What are the responsibilities and job description for the Family Office Specialist position at Synovus?
Job Summary:
Coordinates all daily activities and transactions necessary for the efficient administration of clients' accounts, responding to client requests and supporting one or more FAM Relationship Managers.
Job Duties and Responsibilities:
Coordinates all daily activities and transactions necessary for the efficient administration of clients' accounts, responding to client requests and supporting one or more FAM Relationship Managers.
Job Duties and Responsibilities:
- Coordinates and monitors all daily activities and transactions necessary for the efficient administration of clients' accounts to include: account opening and closing, cash management, asset transfers, bill review and payment processing, cash disbursements, charitable gifting, intervivos gifting, private banking, correspondence, etc.
- Prepares and assembles presentations for meetings, including cash flows, annual reviews, will schematics, asset allocation information, performance information, plan results, insurance coverage reviews, etc.
- Builds strong client relationships in order to respond to inquiries, research and resolve complex account issues, identify client needs and solidify client relationship.
- Coordinates the Support Services team to accomplish tasks relating to entire department and/or division, to include broad client communications, product introductions, system maintenance and revisions.
- Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
- Perform other duties as required.
Synovus is an Equal Opportunity Employer supporting diversity in the workplace.
Required Education: High School Diploma or equivalent
Required Experience: 3 years experience in a related field
Required Knowledge, Skills, & Abilities:
- 3 years experience in a related field
- Proficient with Microsoft Office Excel, Word and PowerPoint
- Excellent analytical skills
- Excellent verbal and written communications skills
- Excellent interpersonal and customer service skills
- Good attention to detail
Preferred Skills:
- Trust and/or investment management experience