Job Description Summary
Administer basic-level processes for personal trust, estate, and custody accounts. Fulfills the duties as a fiduciary or custodian in accordance with the terms of the governing instruments, local law, and sound fiduciary principles. Achieves the objectives as stated in the Corporate Mission statement and provides fiduciary services that exceed our clients’ expectations.
Job Description
Job Summary:
Under limited supervision, uses specialized knowledge in (particular field or specialization) and skills obtained through experience and/or formal training to administer basic-level personal trust, estate, and custody accounts. Fulfills the duties of Raymond James Trust (RJT) as a fiduciary or custodian in accordance with the terms of the governing instruments, local law, and sound fiduciary principles. Achieves the objectives of RJT as stated in the Corporate Mission statement and provides fiduciary services that exceed our clients’ expectations. In some cases may be assigned to a more senior officer as an Associate Trust Officer/Trust Administrator during the development process.
Essential Duties and Responsibilities:
Qualifications
Knowledge, Skills, and Abilities:
Knowledge of:
Skill in:
Ability to:
Educational/Previous Experience:
~or~
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: 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:
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.
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