Senior Trust Officer
2 weeks ago
Raymond James Financial, Inc.
Senior Trust Officer
Memphis ,
Tennessee
Apply Now
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 differences
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 trusts
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.
Job:
Trust Services
Primary Location:
US-FL-St. Petersburg-Saint Petersburg
Other Locations:
US-TX-Houston-Houston, US-TN-Memphis-Memphis, US-GA-Columbus-Columbus
Organization
Raymond James Trust Company Corp
#J-18808-Ljbffr
-
Senior Zero Trust Engineer
4 weeks ago
Silver Spring, United States Syms Strategic Group, LLC (SSG) Full timeJob DescriptionJob DescriptionSyms Strategic Group (SSG) is seeking a talented Senior Zero Trust EngineerDepartment: Veterans AffairsLocation: RemoteType: Full TimeMin. Experience: ExperiencedSecurity Clearance Level: Public Trust (MBI) Military Veterans are highly encouraged to apply! Essential Duties and ResponsibilitiesMust be Clearable to Receive...
-
Gate House Officer
1 week ago
Silver Spring, United States Riderwood Village by Erickson Senior Living Full time**Location**: Riderwood Village by Erickson Senior Living Situated on 120 beautiful acres in Silver Spring, Maryland, Riderwood is the largest continuing care retirement community in the United States. We’re part of a growing network of communities developed and managed by Erickson Senior Living, a national provider of senior living and health care with...
-
Prn Security and Emergency Services Officer I
3 weeks ago
Silver Spring, United States Riderwood Village by Erickson Senior Living Full time**Location**: Riderwood Village by Erickson Senior Living Situated on 120 beautiful acres in Silver Spring, Maryland, Riderwood is the largest continuing care retirement community in the United States. We’re part of a growing network of communities developed and managed by Erickson Senior Living, a national provider of senior living and health care with...
-
HR Coordinator
1 week ago
Silver Spring, Maryland, United States Erickson Senior Living Full timeLocation: Riderwood Village by Erickson Senior Living Situated on 120 beautiful acres in Silver Spring, Maryland, Riderwood is the largest continuing care retirement community in the United States. We're part of a growing network of communities developed and managed by Erickson Senior Living, a national provider of senior living and health care with campuses...
-
HR Coordinator
2 weeks ago
Silver Spring, United States Erickson Senior Living Full timeLocation: Riderwood Village by Erickson Senior Living Situated on 120 beautiful acres in Silver Spring, Maryland, Riderwood is the largest continuing care retirement community in the United States. We're part of a growing network of communities developed and managed by Erickson Senior Living, a national provider of senior living and health care with campuses...
-
Executive Director
3 weeks ago
Silver Spring, United States Sunrise Senior Living Full timeOverview"Sunrise is the best place that I've ever worked, simply because of the people. We provide quality care in an environment that feels like home. Our focus is doing what’s right for the resident. For me, that’s a big breath of fresh air."- Sunrise Leader The Executive Director is responsible for overall leadership, management, and success of...
-
Senior Accountant
1 week ago
Silver Spring, Maryland, United States Creative Financial Staffing (CFS) Full timeJob DescriptionJob DescriptionSenior Accountant – Hybrid in Silver Spring, MDAbout the Company and Opportunity:Our client is a powerhouse in the non-profit community seeking to strengthen communitiesDue to growth, they are hiring a temporary Senior Accountant in their Silver Spring officePosition is hybrid (2 days in office, 3 days remote) and the schedule...
-
Director, Office of Congressional Appropriations
2 weeks ago
Silver Spring, United States US Food and Drug Administration Full time**Duties**: - Serves as the Food and Drug Administration (FDA) appropriations authority on all budget development and evaluation activities and issues including those impacting medical products, foods, and cosmetics. - Demonstrates and exercises senior leadership/advisory roles in determining direction, creation, and implementation of FDA 's efforts...
-
MDS Coordinator
3 weeks ago
Silver Spring, United States Sunrise Senior Living Full timeOverview"Sunrise is the best place that I've ever worked, simply because of the people. We provide quality care in an environment that feels like home. Our focus is doing what’s right for the resident. For me, that’s a big breath of fresh air."- Sunrise Leader At Sunrise, our Resident Assessment Coordinator/MDS Coordinator is responsible for all of...
-
MDS Coordinator
2 weeks ago
Silver Spring, United States Sunrise Senior Living Full timeOverview"Sunrise is the best place that I've ever worked, simply because of the people. We provide quality care in an environment that feels like home. Our focus is doing what’s right for the resident. For me, that’s a big breath of fresh air."- Sunrise Leader At Sunrise, our Resident Assessment Coordinator is responsible for all of the facility...
-
MDS Coordinator
4 weeks ago
Silver Spring, United States Sunrise Senior Living Full timeOverview"Sunrise is the best place that I've ever worked, simply because of the people. We provide quality care in an environment that feels like home. Our focus is doing what’s right for the resident. For me, that’s a big breath of fresh air."- Sunrise Leader At Sunrise, our Resident Assessment Coordinator/MDS Coordinator is responsible for all of...
-
Intern - IT Support
6 days ago
Silver Spring, United States Erickson Senior Living Full timeLocation: Riderwood Village by Erickson Senior Living Situated on 120 beautiful acres in Silver Spring, Maryland, Riderwood is the largest continuing care retirement community in the United States. We're part of a growing network of communities developed and managed by Erickson Senior Living, a national provider of senior living and health care with campuses...
-
Administrative Assistant/office Manager
4 weeks ago
Silver Spring, United States Na Oiwi Kane Full time**Location**:Silver Spring, MD **Security Clearance**: US Citizen capable of passing a National Agency Check with Investigation ***Job Summary**: Administrative Assistant/Office Manager needed to support a Department of Defense (DoD) Defense Health Agency (DHA) office. The position is in-person and on-site, daily weekday office management and...
-
Administrative Assistant/office Manager
3 weeks ago
Silver Spring, United States Na Oiwi Kane Full time**Location**:Silver Spring, MD **Security Clearance**: US Citizen capable of passing a National Agency Check with Investigation ***Job Summary**: Administrative Assistant/Office Manager needed to support a Department of Defense (DoD) Defense Health Agency (DHA) office. The position is in-person and on-site, daily weekday office management and...
-
Manager, Human Resources
1 month ago
Silver Spring, United States Erickson Senior Living Full timeLocation: Riderwood Village by Erickson Senior Living Situated on 120 beautiful acres in Silver Spring, Maryland, Riderwood is the largest continuing care retirement community in the United States. We're part of a growing network of communities developed and managed by Erickson Senior Living, a national provider of senior living and health care with campuses...
-
Senior Technician Nursing
4 weeks ago
Silver Spring, MD, United States Riderwood Village by Erickson Senior Living Full timeRiderwood Village by Erickson Senior Living Situated on 120 beautiful acres in Silver Spring, Maryland, Riderwood is the largest continuing care retirement community in the United States. We're part of a growing network of communities developed and managed by Erickson Senior Living, a national provider of senior living and health care with campuses in 11...
-
Utility Worker
3 weeks ago
Silver Spring, United States Erickson senior Living Full timeLocation:Riderwood Village by Erickson Senior LivingSituated on 120 beautiful acres in Silver Spring, Maryland, Riderwood is the largest continuing care retirement community in the United States. We’re part of a growing network of communities developed and managed by Erickson Senior Living, a national provider of senior living and health care with campuses...
-
Utility Worker
1 month ago
Silver Spring, United States Erickson senior Living Full timeLocation:Riderwood Village by Erickson Senior LivingSituated on 120 beautiful acres in Silver Spring, Maryland, Riderwood is the largest continuing care retirement community in the United States. We’re part of a growing network of communities developed and managed by Erickson Senior Living, a national provider of senior living and health care with campuses...
-
Utility Worker
3 weeks ago
Silver Spring, United States Erickson senior Living Full timeLocation:Riderwood Village by Erickson Senior LivingSituated on 120 beautiful acres in Silver Spring, Maryland, Riderwood is the largest continuing care retirement community in the United States. We’re part of a growing network of communities developed and managed by Erickson Senior Living, a national provider of senior living and health care with campuses...
-
Utility Worker
4 weeks ago
Silver Spring, United States Erickson senior Living Full timeLocation:Riderwood Village by Erickson Senior LivingSituated on 120 beautiful acres in Silver Spring, Maryland, Riderwood is the largest continuing care retirement community in the United States. We’re part of a growing network of communities developed and managed by Erickson Senior Living, a national provider of senior living and health care with campuses...
