Raymond James
Trust Officer - Estate and Trust Settlement
Raymond James, St. Petersburg, Florida, United States, 33739
Overview
Trust Officer - Estate and Trust Settlement at Raymond James. This role administers trust and estate settlement accounts under administrative direction, using specialized knowledge and experience to resolve complex accounting issues and provide comprehensive solutions. Regular interaction with senior management and internal customers is required. Essential Duties and Responsibilities
Administers trust and estate settlements in accordance with statutes and regulations. Participates in income tax planning and preparation, explains tax matters to beneficiaries, Financial Advisors, and other relevant parties. Interacts with Financial Advisors and clients to define goals, establish asset allocation with the investment officer, and review and approve portfolio changes. Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. May participate as a voting member of the Administrative Committee. Exercises discretionary personal trust administrative authority as allowed by Policies and Procedures. Assists New Business Development personnel and Financial Advisors in the sales process through meetings, conference calls and seminars. Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and related 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 as assigned. Knowledge
Basic supervisory principles. Trust Code of Florida or other applicable states. Finance and Accounting. Basic concepts of income tax planning and preparation. Fiduciary laws and principles sufficient to administer personal trusts and estate settlements. Fundamental investment concepts, practices and procedures in the securities industry. Principles of banking and finance and securities industry operations. Financial markets, products, financial advisory function and investment process. Skills
Personal trust and estate administration. Interpersonal and leadership skills for high level customer service. Ability to cultivate and maintain effective working relationships at all levels. Excellent public presentation, oral and written communication skills. Strong ethical standards and integrity. Operating standard office equipment and ability to learn software including trust accounting systems and estate planning software. Abilities
Function in a professional office environment. Work efficiently with detailed tasks and changing priorities in a fast-paced environment. Provide efficient service to internal and external clients. Identify training needs and coach/mentor junior staff. Partner with other functional areas to accomplish objectives. Facilitate meetings and address all viewpoints and problems. Attend to detail while maintaining big-picture orientation. Gather information, identify trends and apply findings to assignments. Interpret and apply policies; identify and recommend changes as appropriate. Work independently, make non-routine decisions and resolve complex problems. Communicate effectively with all organizational levels. Establish and maintain relationships at all levels, including negotiation resources. Education
Bachelor’s degree in Accounting, Business Administration, Finance Work Experience
General 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 Raymond James 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
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Trust Officer - Estate and Trust Settlement at Raymond James. This role administers trust and estate settlement accounts under administrative direction, using specialized knowledge and experience to resolve complex accounting issues and provide comprehensive solutions. Regular interaction with senior management and internal customers is required. Essential Duties and Responsibilities
Administers trust and estate settlements in accordance with statutes and regulations. Participates in income tax planning and preparation, explains tax matters to beneficiaries, Financial Advisors, and other relevant parties. Interacts with Financial Advisors and clients to define goals, establish asset allocation with the investment officer, and review and approve portfolio changes. Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. May participate as a voting member of the Administrative Committee. Exercises discretionary personal trust administrative authority as allowed by Policies and Procedures. Assists New Business Development personnel and Financial Advisors in the sales process through meetings, conference calls and seminars. Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and related 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 as assigned. Knowledge
Basic supervisory principles. Trust Code of Florida or other applicable states. Finance and Accounting. Basic concepts of income tax planning and preparation. Fiduciary laws and principles sufficient to administer personal trusts and estate settlements. Fundamental investment concepts, practices and procedures in the securities industry. Principles of banking and finance and securities industry operations. Financial markets, products, financial advisory function and investment process. Skills
Personal trust and estate administration. Interpersonal and leadership skills for high level customer service. Ability to cultivate and maintain effective working relationships at all levels. Excellent public presentation, oral and written communication skills. Strong ethical standards and integrity. Operating standard office equipment and ability to learn software including trust accounting systems and estate planning software. Abilities
Function in a professional office environment. Work efficiently with detailed tasks and changing priorities in a fast-paced environment. Provide efficient service to internal and external clients. Identify training needs and coach/mentor junior staff. Partner with other functional areas to accomplish objectives. Facilitate meetings and address all viewpoints and problems. Attend to detail while maintaining big-picture orientation. Gather information, identify trends and apply findings to assignments. Interpret and apply policies; identify and recommend changes as appropriate. Work independently, make non-routine decisions and resolve complex problems. Communicate effectively with all organizational levels. Establish and maintain relationships at all levels, including negotiation resources. Education
Bachelor’s degree in Accounting, Business Administration, Finance Work Experience
General 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 Raymond James 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
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