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Posted: Monday, May 1, 2017 3:42 PM

Family Service Coordinator, GenSpring Family Offices (Jupiter, FL)-W437104DescriptionServes 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.QualificationsMinimum Requirements: 2 or more years experience in the financial services industry Preferred: College degree. Attendance at or completion of designated trust schools, working towards the CTFA certification.Job:Private Wealth ManagementPrimary Location: FL-West Palm Beach AreaWork Locations: GenSpring Family Offices - Riverwalk150 South US Highway One 4th FloorJupiter 33477Schedule:Full-timeEqual Opportunity EmployerSunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer and does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, disability, veteran status or other classification protected by law.EEO Poster.

Apply now at: https://west_palm_beach-fl.geebo.com/jobs-online/listview/directory/157/listing/239/id/557936309-family-service-coordinator-genspring-/

• Location: West Palm Beach

• Post ID: 50142113 westpalmbeach
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