Associate Trust Officer

Raymond James Financial, Inc. • Saint Petersburg, FL • 8h ago

Job Summary:

Under limited supervision, uses specialized knowledge in (particular field or specialization) and skills obtained through experience and/or formal training to administer basic-level personal trust, estate, and custody accounts. Fulfills the duties of Raymond James Trust (RJT) as a fiduciary or custodian in accordance with the terms of the governing instruments, local law, and sound fiduciary principles. Achieves the objectives of RJT as stated in the Corporate Mission statement and provides fiduciary services that exceed our clients' expectations. In some cases may be assigned to a more senior officer as an Associate Trust Officer/Trust Administrator during the development process.

Essential Duties and Responsibilities:

· Reads and interprets trust and testamentary instruments and acts in accordance herewith.

· Handles administration of more complex trust accounts.

· Knows and utilizes applicable local law and tax law in the administration of revocable and irrevocable trusts and decedent's estates.

· Maintains a thorough knowledge and understanding of trust accounting principles.

· Maintains technical abilities for the purposes of monitoring and administering personal trusts. This includes the use of trust accounting and management software as well as word processing and spreadsheet programs.

· Assist Trust Officers in estate administration, including confirming assets, inventory, securing real estate and tangible property and necessary court filings.

· Confirms asset transfers and real estate recordings.

· Secures date of death valuations and information on unusual assets.

· Effectively interacts with Financial Advisors in the defining of the investment goals and requirements for the achievement of trust objectives, the establishment of an appropriate asset allocation, and the selection of investments suitable to the achievement of trust purposes.

· Works closely with clients to determine the extent of their requirements and assist in the achievement of their financial objectives.

· Maintains records for annuity contracts and life insurance held in Trust.

· Files death claims on annuity, life and pension contracts as necessary.

· Secures and confirms beneficiary information and notifications as necessary.

· Participates in Trust Committee and exercises sound judgment in the acceptance and execution of administrative functions.

· Reviews accounts on a daily basis through the use of the administrative officer's trial balance.

· Instructs the assigned trust administrators of those actions to be taken in the proper and efficient administration of trusts.

· Monitors and takes action with respect to accounts as required.

· Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities:

Knowledge of:

· Principles of trust administration and estate planning.

Skill in:

· Communicating with associates at all levels as well as an array of clients.

· Drafting written correspondence.

· Operating standard office equipment and using required software applications, including Microsoft Office applications sufficient to create letters, documents, spreadsheets and email.

Ability to:

· Function in a professional office environment.

· Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.

· Reason and make decisions with limited supervision.

· Provide efficient service to clients internal and external.

· Deal with professionals such as Financial Advisors, attorneys, and CPA's.

Educational/Previous Experience:

· Bachelor's Degree from a four-year college or university and four (4) years of trust administration experience.

~or~

· Any equivalent combination of experience, education, and/or training approved by Human Resources.

Similar Jobs

Associate Trust Officer

Raymond James Financial, Inc. • Saint Petersburg, FL • 8h ago

Management & Administrative

Job Summary: Under limited supervision, uses specialized knowledge in (particular field or specialization) and skills obtained through experience and/or formal training to administer basic-level personal trust, estate, a...

8h ago

Go to Apply

Marketing Strategy Manager

Raymond James Financial, Inc. • Saint Petersburg, FL • 3d ago

Management & Administrative

Job Description Summary Develops and implements marketing initiatives to support Advisor Marketing business objectives. Gathers and assesses insights regarding advisors' experience with Marketing and identifies opportuni...

3d ago

Go to Apply

Engineer, ServiceNow Development

Raymond James Financial, Inc. • Saint Petersburg, FL • 3d ago

Management & Administrative

Responsibilities: Design, develop, and maintain high-quality, user-friendly ServiceNow catalog items and workflows. Partner with stakeholders to gather and analyze requirements for catalog items, workflows, and integrati...

3d ago

Go to Apply

Administrative Assistant

HCA Healthcare • Largo, FL • 3d ago

Management & Administrative

Description Introduction Last year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a(an) Administrative Assistant with HCA Florida Largo Hospital you can be a part of an orga...

3d ago

Go to Apply

Executive Administrative Assistant

HCA Healthcare • Largo, FL • 3d ago

Management & Administrative

Description Introduction Last year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a(an) Executive Administrative Assistant with HCA Florida Largo Hospital you can be a part...

3d ago

Go to Apply

Project Manager

Insight Global • Saint Petersburg, FL • 6d ago

Management & Administrative

Job Description Provide project management expertise, leading various highly complex projects. Meet with business unit leadership and stakeholders to review and determine project requirements, specifications, plans for t...

6d ago

Go to Apply

Customer Service - Self Storage Manager

Public Storage • Saint Petersburg, FL • 1w ago

Management & Administrative

Company Description Public Storage is the self-storage industry leader and we are Hiring Now! Earn $14.00 Per Hour Our Benefits Total Rewards package available to our team: We work Flexible and Full-Time Schedules betwee...

1w ago

Go to Apply

Cross Mid-Market Manager

Accenture • Saint Petersburg, FL • 1w ago

Management & Administrative

Together, we're building something new, something brilliant, something bold as Accenture prioritizes the Mid-Market as a driver of growth - and we want you to join us. Day in and day out, we build and broaden relationshi...

1w ago

Go to Apply

Cross Mid-Market Associate Manager

Accenture • Saint Petersburg, FL • 1w ago

Management & Administrative

1w ago

Go to Apply

Sr Manager, Marketing Strategy

Raymond James Financial, Inc. • Saint Petersburg, FL • 1w ago

Management & Administrative

Job Description Summary Under general direction autonomously uses extensive knowledge and skills obtained through education and experience to develop and implement marketing initiatives. Identifies, researches and resolv...

1w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.