Raymond James
Senior Trust Officer - Special Needs Trust
Raymond James, St. Petersburg, Florida, United States, 33739
Overview
6 days ago Be among the first 25 applicants
Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training or certification to administer special needs trusts accounts and personal trust accounts of varying complexity. Leads defined work or projects of broad scope and complexity. Resolves or recommends solutions to complex problems regarding special needs planning. 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.
Essential Duties and Responsibilities
Administers special needs trust accounts and personal trust accounts in accordance with statutes and regulations.
Participates in the income tax planning and preparation process, performs such tax planning functions as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties.
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 special needs trust and personal trust administration process.
May participate as a voting member of the Trust Administrative Committee.
Exercises discretionary special needs trust and personal trust administrative authority as may be allowed by the Policies and Procedures.
Assists New Business Development personnel and Financial Advisors in the sales process through personal meetings, conference calls and seminar events.
Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant topics.
May lead the work of others; coaches and mentors less experienced staff.
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 of
Basic trust principals.
Trust Code of Florida or other applicable states.
Finance and Accounting.
Basic concepts, practices and procedures of income tax planning and preparation process.
Basic concepts, principles and practices of Fiduciary laws and principles sufficient to administer special needs trusts and personal trusts
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.
Skill in
Special Needs trust administration and Personal trust administration.
Strong interpersonal and leadership skills to provide a high level of customer service.
Cultivating and maintaining effective working relationships at all levels of the organization.
Excellent public presentation skills.
Outstanding oral and written communication skills.
Demonstrate uncompromising adherence to ethical principles.
Operating standard office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.
Ability to
Function in a professional office environment.
Demonstrate efficiency and flexibility in performing detailed transactional tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
Provide efficient service to internal and external clients.
Identify training needs and coach/ mentor more junior staff.
Partner with other functional areas to accomplish objectives.
Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
Attend to detail while maintaining a big picture orientation
Gather information, identify linkages and trends and apply findings to assignments.
Interpret and apply policies and identify and recommend changes as appropriate
Work independently, make non-routine decisions and resolve complex problems.
Communicate effectively, both orally and in writing, with all organizational levels.
Establish and maintain effective working relationships at all levels of the organization, including negotiation resources.
Workstyle: Hybrid preferred. However, we would consider remote for the right candidate.
Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
Work Experience Manager Experience - 3 to 6 years
Certifications Travel Less than 25%
Workstyle Hybrid
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm\'s core values of client-first, integrity, independence and a conservative, long-term view.
We Expect Our Associates At All Levels To
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Referrals increase your chances of interviewing at Raymond James by 2x
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Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training or certification to administer special needs trusts accounts and personal trust accounts of varying complexity. Leads defined work or projects of broad scope and complexity. Resolves or recommends solutions to complex problems regarding special needs planning. 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.
Essential Duties and Responsibilities
Administers special needs trust accounts and personal trust accounts in accordance with statutes and regulations.
Participates in the income tax planning and preparation process, performs such tax planning functions as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties.
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 special needs trust and personal trust administration process.
May participate as a voting member of the Trust Administrative Committee.
Exercises discretionary special needs trust and personal trust administrative authority as may be allowed by the Policies and Procedures.
Assists New Business Development personnel and Financial Advisors in the sales process through personal meetings, conference calls and seminar events.
Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant topics.
May lead the work of others; coaches and mentors less experienced staff.
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 of
Basic trust principals.
Trust Code of Florida or other applicable states.
Finance and Accounting.
Basic concepts, practices and procedures of income tax planning and preparation process.
Basic concepts, principles and practices of Fiduciary laws and principles sufficient to administer special needs trusts and personal trusts
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.
Skill in
Special Needs trust administration and Personal trust administration.
Strong interpersonal and leadership skills to provide a high level of customer service.
Cultivating and maintaining effective working relationships at all levels of the organization.
Excellent public presentation skills.
Outstanding oral and written communication skills.
Demonstrate uncompromising adherence to ethical principles.
Operating standard office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.
Ability to
Function in a professional office environment.
Demonstrate efficiency and flexibility in performing detailed transactional tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
Provide efficient service to internal and external clients.
Identify training needs and coach/ mentor more junior staff.
Partner with other functional areas to accomplish objectives.
Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
Attend to detail while maintaining a big picture orientation
Gather information, identify linkages and trends and apply findings to assignments.
Interpret and apply policies and identify and recommend changes as appropriate
Work independently, make non-routine decisions and resolve complex problems.
Communicate effectively, both orally and in writing, with all organizational levels.
Establish and maintain effective working relationships at all levels of the organization, including negotiation resources.
Workstyle: Hybrid preferred. However, we would consider remote for the right candidate.
Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
Work Experience Manager Experience - 3 to 6 years
Certifications Travel Less than 25%
Workstyle Hybrid
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm\'s core values of client-first, integrity, independence and a conservative, long-term view.
We Expect Our Associates At All Levels To
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Referrals increase your chances of interviewing at Raymond James by 2x
Get notified about new Senior Trust Officer jobs in St. Petersburg, FL.
Sr Business Analyst, Wealth Management Tech
Trust Officer - Estate and Trust Settlement
Trust & Safety Product Manager - Payments - Senior Product Manager
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr