Trust Officer

Job not on LinkedIn

🔥 5 hours ago

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Raymond James

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1962

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Raymond James is a global financial services firm that offers a comprehensive range of investment solutions including wealth management, asset management, and investment banking services. The firm specializes in providing tailored financial planning and investment advice to individuals and institutions, with a focus on retirement planning, estate management, and financial education. Backed by a strong team of financial advisors and industry expertise, Raymond James is committed to helping clients achieve their financial goals through personalized services.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

• 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