Senior Trust Officer

3 weeks ago

St Petersburg, United States Raymond James Financial Incorporated Full time
Job Summary:

Under limited direction uses specialized knowledge and skills obtained through experience and specialized training or certification to administer personal trust accounts.Leads defined work or projects of broad scope and complexity.Resolves or recommends solutions to complex problems.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 trusts 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 communicates tax matters to beneficiaries, Financial Advisors and other relevant parties.

•Anticipates issues of higher risk and assists with department-wide resolution via mentoring and/or policies within the bounds of good fiduciary practice.

•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 personal trust administration process.

•Participates as a voting member of the Administrative Committee.

•Exercises discretionary personal trust administrative authority as may be allowed by the Policies and Procedures.

•Proactively applies potential estate, gift, GSTT and income tax rules, changes and consequences applicable to book of accounts with limited supervisory interaction and support.

•Assists New Business Development personnel and Financial Advisors in the sales process through personal meetings, conference calls and seminar events.

•Answers Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant topics.

•May lead the work of others, sharing knowledge to coach and mentor less experienced staff.

•Develops and maintains strong relationships across all levels of the organization.

•Reviews progress of assignments with executive leadership/management.

•Serves as resource for junior staff and helps develop standardized client communication.

•Performs other duties and responsibilities as assigned.

Qualifications:

Knowledge, Skills, and Abilities:

Knowledge of:

•Basic supervisory principals.

•Advanced understanding of trust administrative concepts, including state law difference

•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 personal trust

•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:

•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.

•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.

•Proactively offers solutions and suggestions for improved efficiencies.

•Leads projects of significant scope and complexity.

•Work independently, make non-routine decisions and resolve complex problems.

•Communicate effectively, both orally and in writing, with all organizational levels.

•Deliver unpopular messages while maintaining positive and effective relationships.

•Establish and maintain effective working relationships at all levels of the organization, including negotiation resources.

Educational/Previous Experience Requirements:

•Bachelor's Degree (B.A) and a minimum of seven (7) to ten (10) years of personal trust administration experience

~or~

•JD, MBA, CTFA, CFP or CPA and four (4) years personal trust administration experience

~or~

•Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications:

•None Required.

Raymond James Guiding Behaviors

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 outcome

•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

  • Senior Trust Officer

    7 days ago

    St Louis, United States Moneta Group Full time

    Moneta is seeking an accomplished Trust Officer to oversee the development, execution, and management of all facets of Moneta Trust operations. The ideal candidate will possess the ability to efficiently plan, coordinate, and oversee daily administra Trust, Officer, Relationship Manager, Senior, Operations, Client Relations, Business Services

  • Portfolio Analyst

    1 week ago

    St Petersburg, United States Raymond James Financial Incorporated Full time

    Job Summary: Assist thePortfolio Management Group (PMG) team in managing and expanding on new and existing (PMG) trust relationships. Offers investment management, trust and other (PMG) services, based on the needs of the client. Works within a team environment in supporting the discretionary investment management of those relationships and plays an...

  • Senior Communications Manager

    2 weeks ago

    St Petersburg, United States Duke Energy Full time

    More than a career - a chance to make a difference in people's lives. Build an exciting, rewarding career with us – help us make a difference for millions of people every day. Consider joining the Duke Energy team, where you'll find a friendly work environment, opportunities for growth and development, recognition for your work, and competitive pay and...

  • Trusts & Estates Paralegal

    2 weeks ago

    St Louis, United States LHH Recruitment Solutions Full time

    LHH is recruiting a Trusts & Estates Paralegal for the St. Louis office of a national law firm. Benefits include: includes medical/dental/vision, 401(k) with employer contribution, short and long term disability plans, life insurance, well-being initiatives, and paid parental leave programs.Responsibilities:Assisting with the probate process, including...

  • Trusts & Estates Paralegal

    2 weeks ago

    St Louis, United States LHH Recruitment Solutions Full time

    LHH is recruiting a Trusts & Estates Paralegal for the St. Louis office of a national law firm. Benefits include: includes medical/dental/vision, 401(k) with employer contribution, short and long term disability plans, life insurance, well-being initiatives, and paid parental leave programs.Responsibilities:Assisting with the probate process, including...

  • Trusts & Estates Attorney

    3 weeks ago

    St Louis, United States LHH Full time

    I am currently working with a Senior Partner at a leading regional law firm, who is actively looking to hire a trusts & estates attorney to join their practice group in St. Louis.ResponsibilitiesYou will work closely with Partners across the firm's practice group on a broad range of sophisticated transactions.You will focus on tax and wealth planning for...

  • Trusts & Estates Attorney

    3 weeks ago

    St Louis, United States LHH Full time

    I am currently working with a Senior Partner at a leading regional law firm, who is actively looking to hire a trusts & estates attorney to join their practice group in St. Louis.ResponsibilitiesYou will work closely with Partners across the firm's practice group on a broad range of sophisticated transactions.You will focus on tax and wealth planning for...

  • Senior Developer

    2 weeks ago

    St Petersburg, United States TheHOTH Full time

    Hey! We're The HOTH. Our name stands for Hittem' Over the Head - in other words, to bludgeon with awesomeness. It can be used as a noun (as in our product, or brand), or as a verb (to HOTH someone or HOTH something). And it's how our clients refer to one of the world's top Digital Marketing companies. About The Position: We're looking for a dynamic Senior...

  • Senior Lead Compliance Officer

    7 days ago

    St Louis, United States Wells Fargo Full time

    Provide Independent Risk Management coverage of FINRA licensed bankers in Commercial Banking. Liaise with Corporate and Investment Banking partners to ensure a consistent securities Compliance program across coverage areas. Oversee, advise and provid Compliance Officer, Lead, Compliance, Officer, Senior, Regulatory, Business Services

  • VP of Government Affairs

    3 weeks ago

    St. Petersburg, United States Johns Hopkins Medicine Full time

    Job Summary The VP Government Affairs and Chief of Staff is responsible for the government relations activities on behalf of Johns Hopkins All Children’s Hospital with a focus on issues involving pediatric advocacy, research, treatment, education healthcare, higher education, corporate relations and private business development in the state of Florida and...

  • VP of Government Affairs

    3 weeks ago

    St. Petersburg, United States Johns Hopkins Medicine Full time

    Job SummaryThe VP Government Affairs and Chief of Staff is responsible for the government relations activities on behalf of Johns Hopkins All Children's Hospital with a focus on issues involving pediatric advocacy, research, treatment, education healthcare, higher education, corporate relations and private business development in the state of Florida and...

  • Senior Systems Engineer

    1 week ago

    St Petersburg, United States Intelliswift Full time

    Implementation of API Gateway solutions. Design, build, maintain and support the Apigee infrastructure. Support Capacity Planning and Management activities to ensure that the Apigee platform will be able to handle additional transactions in the future . Help troubleshoot and resolve production issues related to the Apigee platform. Support root cause...

  • Senior Loan Review Manager

    5 days ago

    St Petersburg, United States Raymond James Financial Services Full time

    Job Description - Senior Loan Review Manager - CRE (2401609) Job Description Senior Loan Review Manager - CRE - 2401609 Description Job Summary Lead independent reviews and appraisals of the Bank’s Reviewable Entities’ loan portfolios and related risk management activities. The individual will be responsible in conducting a credit risk assessment for one...

  • Senior Quality Assurance Engineer

    3 weeks ago

    St Petersburg, United States Raymond James Full time

    This position will follow our hybrid work model, we expect the selected candidate to be in office 2-3 days a week at the St. Petersburg, FL office location. Job Summary: This position is part of our enterprise QA team focused on automation. The position requires a self-motivated individual who can take a senior role in the implementation of test automation...

  • Tax Senior Manager

    3 weeks ago

    St Louis, United States Anders CPAs + Advisors Full time

    The Tax Department of one of the fastest-growing accounting firms in the country is seeking a Senior Manager who possesses a strong technical skillset, is motivated by quality work and embraces a collaborative environment. This individual will have a direct impact on our firm’s mission of serving as a catalyst for those striving to achieve their highest...

  • Director of Legislative and Intergovernmental Affairs

    7 days ago

    St. Paul, United States State of Minnesota Full time

    As the Legislative and Governmental Affairs Director, you will play an important role in managing strong intergovernmental relationships on behalf of MMB, our partners, our colleagues, and the people of Minnesota. The purpose of this position is to d Senior, Government, Director, Executive, Office, Officer, Business Services

  • Quality Auditors ISO St. Petersburg, FL

    1 week ago

    St Petersburg, United States Pro QC International Full time

    Primary Responsibilities:Conducts SAQ and Sustainability Audits Conducts technical sort and/or rework as necessary for client requirements Audit responsibilities include the assessment of a supplier's quality management system using industry specific or general standards Auditor Requirements:ISO 9001 Certifications is a must. Have relevant experience in...

  • Chief Philanthropy Officer

    3 weeks ago

    St Louis, United States Diversified Search Group Full time

    As one of the nation’s oldest and largest community foundations, The Chicago Community Trust unites donors, committed nonprofits, the public and private sectors, and caring residents to effect lasting change that makes the Chicago region better for all. The Trust offers multiple ways for donors and their professional advisors to connect their philanthropy...

  • Senior Data Engineer

    1 week ago

    St Petersburg, United States Raymond James Financial Incorporated Full time

    This position will follow our hybrid work model, we expect the selected candidate to be in office 2-3 days a week at one of the following office locations: St. Petersburg, FL; Job Summary We are seeking a talented and experienced Data Engineer to join our team in designing, developing, and optimizing data pipelines and ETL processes in the journey of Raymond...

  • Senior Talent Advisor, Digital Strategy for Campus Recruiting

    3 weeks ago

    St Petersburg, United States Raymond James Full time

    Senior Talent Advisor, Digital Strategy for Campus Recruiting (Hybrid) - 2400974 Description Job Summary Are you passionate about digital sourcing strategies, leveraging tools and identifying top student talent focused on both targeted schools and a school agnostic approach? Are you experienced in designing effective candidate relationship management (CRM)...