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Administrative Investment Support Specialist

2 months ago

Coral Gables, Florida, United States Synovus Full time
Job Summary

We are seeking a highly organized and detail-oriented Administrative Investment Support Specialist to join our team at Synovus. As a key member of our Financial Services team, you will provide critical support to our Financial Consultants, ensuring seamless client experiences and efficient business operations.

Key Responsibilities:
  • Client Servicing: Respond to client inquiries, provide quotes, and monitor accounts to ensure exceptional customer service.
  • Administrative Support: Perform records administration, data entry, and other tasks to maintain accurate and up-to-date records.
  • Business Operations: Assist with new business development, account maintenance, and other tasks to support the growth and success of our Financial Consultants.
Requirements:
  • Excellent Communication Skills: Strong verbal and written communication skills to effectively interact with clients and colleagues.
  • Organizational Skills: Ability to prioritize tasks, manage multiple projects, and meet deadlines in a fast-paced environment.
  • Technical Skills: Proficiency in Microsoft Office and other software applications to perform administrative tasks.