Recent Finance Grads - Relationship Manager
Company: Sabal Trust Company
Location: Saint Petersburg
Posted on: May 13, 2022
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Job Description:
Tampa Location Job Description: Financial Investment Associate
Sabal Trust Company , Florida---s largest employee-owned trust
company, is seeking an investment professional to join our
relationship management team located in Tampa, FL or St Peterburg,
FL. Each team works directly with clients and is responsible for
ensuring that needs are met, and service is delivered at the
highest level. Teams are comprised of investment personnel and
support staff as well as fiduciary, trust administrators. Each team
works together to meet company sales goals. Job Summary: Primary
responsibility will be to support the team by performing daily
account activities, fulfilling client needs, and organizing
information for ease of retrieval. Works to provide wealth
management and trust administration services that exceed
expectations. Essential Duties and Responsibilities: Assists all
members of the team to exceed the needs and expectations of
clients. Performs activities within accounts. Maintain, update, and
organize client information. Provides support during the sales
process relating to new business. Communicate directly with clients
and centers of influence. Responds to client and colleague requests
timely. Knowledge and Skills Required: College degree from an
accredited college or university with a degree in Finance.
Experience / Internship with financial services company preferred.
Excellent computer skills with proficiency in Microsoft Office
software. Desire to help others through daily interactions with
clients and colleagues. Strong organization skills. Good
communication skills and ability to handle multiple tasks. Credit
and background screening required. The position offers a
competitive salary, bonus potential, continuing education
opportunities, and a comprehensive benefits package.
Keywords: Sabal Trust Company, St. Petersburg , Recent Finance Grads - Relationship Manager, Executive , Saint Petersburg, Florida
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