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Wealth Strategies Coordinator / Paralegal

Company: Synovus
Location: Columbus
Posted on: May 21, 2020

Job Description:

Job Summary: The Synovus Family Office is dedicated to helping families identify and achieve their goals through the exceptional delivery of integrated planning, investment and family governance strategies. As a Wealth Strategies Coordinator you will be a key team member of the Wealth Strategies group within The Family Office at Synovus. This individual will play a vital role supporting and working closely with our 2 Wealth Strategist as well as the Director of Fiduciary Services on task such as project coordinator, ensuring client materials and spreadsheets are updated and document organization.The purpose of this role is to improve the amount and quality of Wealth Strategies services provided to Family Office clients. Job Duties and Responsibilities: Assists in tracking planning and fiduciary tasks, including deadlines, and assists with the calculation and implementation of funding formulas and other complex planning strategies; assists with wealth strategies' management of related instruments. Assists in the administration of Grantor Retained Annuity Trust, Charitable Remainder Unitrusts, Charitable Lead Annuity Trusts, and other similar planning strategies, to include the management of trust instruments and related documents, the tracking of annuity and unitrust payment dates, the calculation of unitrust amounts, and other similar tasks. Functions as the central clearing house for state income tax credits, including but not limited to organizing the tax credit requirements for certain individual and trusts, whether the requirement has been fulfilled, the project which was purchased, and the draft or executed contracts. Assists the Director of Fiduciary Services with sampling of accounts for various compliance-related metrics and preparation of reports regarding the results. Participates in monthly Investment Review Meetings by preparing the agenda, meeting packet, connect WebEx and serve as committee secretary. Assists in all aspects of estate administration, including, but not limited to: Cost Basis Step Up Calculation, Assisting with inventory of assets, and disbursement of personal assets and tangible specific bequests. Editing, formatting, organization, and general maintenance of catalog of "form" talking points, illustrations, and calculations/spreadsheets for use with clients. Uses "form" materials to create rough drafts of materials for editing; proofreads final versions of client and other external documents; formats for consistency with the Family Office branding Performs other related duties as required. Minimum Education: Associates degree or equivalent combination of education and experience Minimum Experience: 5 years relevant experience in an accounting, legal, family office, or similar numbers driven setting Required Knowledge, Skills, & Abilities: Strong interpersonal skills and the ability to develop good working relationships across the team. Strong analytical ability Organization skills and the ability to collect and arrange data in a logical and useful manner Strong process/project management capabilities The ability to be detail oriented. Problem solving skills and the ability to resolve minor problems without assistance. Proficient in Microsoft Office Word Proficient in Excel including spreadsheets that contain cell references, addition, subtraction, multiplication, division, and other Excel functions such as VLOOKUP. Proficiency in estate planning software, such as Appraise valuations and Number cruncher. Proficient in Visio or PowerPoint flow charts Preferred Knowledge, Skills, & Abilities: Bachelor's Degree in Finance, Accounting, or other related business field. Paralegal or related certifications. Creating financial projections and/or modeling financial concepts Estate tax

Keywords: Synovus, Columbus , Wealth Strategies Coordinator / Paralegal, Legal , Columbus, Georgia

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