Company: Synovus Financial Corp.
Posted on: June 14, 2019
Provides operational administration of client assets related to
asset movement, balancing and reconcilement, unique asset bookings,
removals and adjustments, charitable gifting. Analysis, reporting,
quality control and training.
Job Duties and Responsibilities:
* Provides administrative support for all asset holdings movement,
cost basis adjustments and market value changes within client
accounts including new account asset booking, asset transfers,
unique asset bookings, removals and adjustments, cash movement and
charitable gifting. Performs client bill payment as a 3rd party
bill payment service. Prepares weekly internal deposit account
interest rate schedule for use by clients and internal STC staff.
Administers the STC Signature Medallion stamp program.
* Performs analysis and subsequent processing of class action
claims to compute allocation of claim proceeds to client accounts.
Coordinates the responses of corporate actions from clients, their
relationship managers, their investment managers and external
vendors to ensure appropriate market-based transactions are
performed in client accounts.
* Prepares reconciliations and reports of client cash positions
used for internal, client and regulatory purposes. Performs daily,
weekly, monthly and quarterly reconcilements of cash positions with
external vendors and clients. Prepares monthly/quarterly
reconcilements of internal house accounts used to facilitate
client/internal transactions. Prepares multiple regularly scheduled
report of asset account activities and positions utilizing the
trust accounting system and various Microsoft applications for
internal, client and regulatory purposes.
* Responds to client account inquiries from non-operational STC
staff, clients, investment managers, transfer agents and external
vendors, researches and resolves complex account issues as needed
in a timely manner.
* Assists internal non-operational STC staff, clients and external
vendors on the functionality of the trust accounting system
including ancillary systems used in order to provide assistance in
performing their various responsibilities.
* Performs quality control analysis to ensure compliance with
internal and external procedures, processes as well as
audit/compliance/regulatory requirements for transaction
processing. Works directly with internal audit and external
examiners to produce positive audit/SOX review results throughout
* 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
* Performs other related duties as required.
The information on this description has been designed to indicate
the general nature and level of work performed by employees within
this classification. It is not designed to contain or be
interpreted as a comprehensive inventory of all duties,
responsibilities, and qualifications required of employees assigned
to this job.
Synovus is an Equal Opportunity Employer supporting diversity in
* Requires a level of knowledge normally gained with a high school
diploma or equivalent
* 3 years experience
Required Knowledge, Skills, & Abilities:
* Three years financial services experience including two years
wealth management operational experience
* Proficiency with Excel and Word
* Strong analytical skills
* Ability to work independently to meet multiple deadlines
throughout the day
* Attention to detail
Keywords: Synovus Financial Corp., Columbus , Asset Coordinator, Other , Columbus, Georgia
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