Trust Officer

🕒 il y a 9 jours

🐊 Florida – Distant

🐊 Florida – Remote

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 10%

Ce que ça veut dire : la probabilité que cette offre reste ouverte sans recrutement actif.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Raymond James

Site WebLinkedInTous les Emplois

10 000+ employés

Fondée en 1962

💼 Conseil

🛡️ Assurance

💸 Finance

Consulting • Insurance • Finance

Raymond James est une entreprise de services financiers mondiale qui propose une gamme complète de solutions d'investissement, y compris la gestion de patrimoine, la gestion d'actifs et des services de banque d'investissement. L'entreprise se spécialise dans la fourniture de conseils financiers et de planification sur mesure pour les particuliers et les institutions, en mettant l'accent sur la planification de la retraite, la gestion de patrimoine et l'éducation financière. Soutenue par une solide équipe de conseillers financiers et une expertise sectorielle, Raymond James s'engage à aider ses clients à atteindre leurs objectifs financiers grâce à des services personnalisés.

Description

• Administer personal trusts in accordance with statutes and regulations • Participate in income tax planning and preparation and explain tax matters to beneficiaries, Financial Advisors, and relevant parties • Interact with Financial Advisors and clients to define goals and objectives • Work with the investment officer to establish asset allocation and review and approve portfolio changes • Interact with beneficiaries, their advisors, and Financial Advisors in personal trust administration • May serve as a voting member of the Administrative Committee • Exercise discretionary personal trust administrative authority as permitted by policies and procedures • Assist New Business Development personnel and Financial Advisors in the sales process through meetings, calls, and seminars • Answer Financial Advisor inquiries regarding estate planning, trust services, estate taxes, and related topics • Lead, coach, and mentor less experienced staff • Develop and maintain relationships across the organization • Review assignment progress with executive leadership and management • Perform other assigned duties

🎯 Exigences

• Bachelor’s degree in Accounting, Business Administration, or Finance • 3 to 6 years of general experience • Understanding of IRA regulations and Inherited IRA administration • Knowledge of the Trust Code of Florida or other applicable states • Knowledge of finance and accounting • Knowledge of income tax planning and preparation processes • Knowledge of fiduciary laws and principles sufficient to administer personal trusts • Knowledge of fundamental investment concepts and securities industry practices • Knowledge of banking, finance, securities operations, financial markets, products, financial advisory functions, and investment processes • Skill in personal trust administration • Strong interpersonal and leadership skills • Excellent public presentation skills • Outstanding oral and written communication skills • Adherence to ethical principles • Ability to operate standard office equipment and learn software applications, including computer-based trust accounting systems and estate planning software • Ability to work in a professional office environment • Ability to perform detailed transactional tasks amid changing priorities and deadlines • Ability to provide efficient service to internal and external clients • Ability to identify training needs and coach or mentor junior staff • Ability to partner with other functional areas • Ability to facilitate meetings • Ability to gather information, identify trends, and apply findings • Ability to interpret and apply policies • Ability to work independently, make non-routine decisions, and resolve complex problems • Ability to communicate effectively with all organizational levels • Ability to establish and maintain effective working relationships

🏖️ Avantages

• Benefits package may include medical, dental, and vision • Life insurance • Critical illness insurance and accident insurance • Disability benefits • Retirement savings • Paid time off, including vacation, holidays, and sick leave • Parental leave