Raymond James
Leads defined work or projects of broad scope and complexity to personal trust accounts. Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, and resolve accounting issues and provide comprehensive solutions to complex problems or needs.
Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training and/or certification to administer trusteed IRA programs. Leads defined work or projects of broad scope and complexity. Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, and resolve account level issues and provide comprehensive solutions to complex problems or needs.
Essential Duties And Responsibilities
Administers trusteed IRAs in accordance with statutes and regulations. Interacts with Financial Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. Interacts with beneficiaries, their advisors and Financial Advisors in the trusteed IRA administration process. May participate as a voting member of various committees. Exercises discretionary trust administrative authority as may be allowed by the Policies and Procedures. Proactively applies potential estate, gift, GSTT and income tax rules, changes and consequences applicable to book of accounts with supervisory interaction and support. Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant topics. Develops and maintains strong relationships across all levels of the organization. Reviews progress of assignments with executive leadership/management. Performs other duties and responsibilities as assigned. Knowledge, Skills, And Abilities
Knowledge of IRA administration and governance practices. Understanding of trust administrative concepts, including state law differences Trust Code of New Hampshire and/or other applicable states. Finance and Accounting. Concepts, practices, and procedures of income tax. Concepts, principles and practices of Fiduciary laws and principles sufficient to administer trusteed IRAs. Fundamental investment concepts, practices and procedures used in the securities industry. Principles of banking and finance and securities industry operations. Financial markets, products, financial advisory function, and investment process. Directed Trust administration experience is desired. Education And Experience
Bachelor’s Degree (B.A) and a minimum of four (4) years of personal trust and IRA administration experience OR any equivalent combination of experience, education, and/or training approved by Human Resources. We’re an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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Administers trusteed IRAs in accordance with statutes and regulations. Interacts with Financial Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. Interacts with beneficiaries, their advisors and Financial Advisors in the trusteed IRA administration process. May participate as a voting member of various committees. Exercises discretionary trust administrative authority as may be allowed by the Policies and Procedures. Proactively applies potential estate, gift, GSTT and income tax rules, changes and consequences applicable to book of accounts with supervisory interaction and support. Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant topics. Develops and maintains strong relationships across all levels of the organization. Reviews progress of assignments with executive leadership/management. Performs other duties and responsibilities as assigned. Knowledge, Skills, And Abilities
Knowledge of IRA administration and governance practices. Understanding of trust administrative concepts, including state law differences Trust Code of New Hampshire and/or other applicable states. Finance and Accounting. Concepts, practices, and procedures of income tax. Concepts, principles and practices of Fiduciary laws and principles sufficient to administer trusteed IRAs. Fundamental investment concepts, practices and procedures used in the securities industry. Principles of banking and finance and securities industry operations. Financial markets, products, financial advisory function, and investment process. Directed Trust administration experience is desired. Education And Experience
Bachelor’s Degree (B.A) and a minimum of four (4) years of personal trust and IRA administration experience OR any equivalent combination of experience, education, and/or training approved by Human Resources. We’re an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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