Synovus · 16 hours ago
Administrative Associate
Columbus, GA
Full-time
Onsite
Entry Level
1+ years expSynovus is a financial services company seeking an Administrative Associate to provide sales and administrative support to Financial Consultants. The role involves responding to client inquiries, processing accounts, and assisting with new business initiatives while ensuring compliance with company policies and regulations.
BankingFinanceFinancial Services
Responsibilities
Provides daily administrative support for one or more assigned Financial Consultants. Processes all incoming business with follow-up to Financial Consultant and dealer or client as needed
Provides direct support to Financial Consultants by responding to client inquiries, processing new accounts, obtaining necessary account documents, resolving inquires, and processing account transfers
Processes orders for existing clients and answers questions regarding Synovus' products and services
Performs all clerical and administrative tasks, including the preparation and processing of correspondence and communications. Prepares various reports and daily filing of client information
Communicates daily with clients providing trade settlement information, coordinating the payment and delivery of funds, providing portfolio information and other requests. Schedules all appointments and prepares materials for client meetings and seminars
Creates reports for Financial Consultants regarding market conditions, sales results, and team earnings as requested. Organizes and updates product information
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 fashion
Performs other related duties as required
Qualification
Required
High school diploma or equivalent
One years of sales support experience in the financial services industry or similar administrative support experience
Proficiency using Microsoft Office software products
Preferred
Knowledge of securities compliance
Bachelor's degree
Company
Synovus
Synovus is a financial services company that provides commercial banking, retail banking, investment, and mortgage services.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-12-09Post Ipo Debt· $500M
2025-07-24Acquired
2024-10-29Post Ipo Debt· $500M
Leadership Team
Anne Fortner
Head of Enterprise Credit Risk
Blake Thrasher
Market President
Recent News
2026-01-22
Morningstar.com
2026-01-15
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-11
Company data provided by crunchbase