Senior Trust Officer

1 week ago

Orlando, United States Raymond James Full time

Job Description - Senior Trust Officer (2401163) Job Description Senior Trust Officer

-

2401163 Description 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 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 : 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 outcomes

• 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 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. Raymond James & Associates, Inc., member / , and Raymond James Financial Services, Inc., member / , are subsidiaries of Raymond James Financial, Inc.New York Stock Exchange SIPC FINRA SIPC Raymond James and Raymond James Financial are registered trademarks of Raymond James Financial, Inc.

#J-18808-Ljbffr

  • Portfolio Analyst

    3 days ago

    Orlando, United States Raymond James Full time

    Job DescriptionDescriptionJob Summary:Assist the Portfolio 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...

  • Director, Tax, Trust

    Found in: beBee jobs US - 2 weeks ago

    Orlando, Florida, United States Charles Schwab & Co, Inc Full time

    Your OpportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.Our Family Dynamics team is a fast-growing business unit within the Wealth and Advice Solutions organization. This group facilitates...

  • Trust Account Supervisor

    1 week ago

    Orlando, United States CareerBuilder Full time

    Job Details Level Experienced Job Location BRIDGES OF FLORIDA - ORLANDO, FL Remote Type N/A Position Type Accounting Education Level Associate's Degree Salary Range Undisclosed Travel Percentage Undisclosed Job Shift Undisclosed Job Category Entry Level Description Progress your career with Florida's largest and fastest growing Community Re-Entry services...

  • Portfolio Analyst

    4 days ago

    Orlando, United States Raymond James Full time

    Job Description Description Job Summary: Assist the Portfolio 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...

  • Director, Tax, Trust

    Found in: beBee S US - 3 weeks ago

    Orlando, United States Charles Schwab Full time

    Position Type: Regular Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Our Family Dynamics team is a fast-growing business unit within the Wealth and Advice Solutions organization. This...

  • Legal Assistant/Land Trust Services Administrator

    1 week ago

    Orlando, United States Aspire Legal Solutions Full time

    Job DescriptionJob DescriptionAbout Us:At Aspire Legal Solutions PL / My Land Trustee, we are a dynamic and rapidly growing law firm and land trust company based in Orlando, Florida, that provides comprehensive legal, land trust, and real estate transaction services to our valued clients. Our commitment to excellence, collaboration, creativity, accuracy,...

  • Legal Assistant/Land Trust Services Administrator

    Found in: Appcast Linkedin GBL C2 - 6 days ago

    Orlando, United States Aspire Legal Solutions PLLC Full time

    About Us:At Aspire Legal Solutions PL / My Land Trustee, we are a dynamic and rapidly growing law firm and land trust company based in Orlando, Florida, that provides comprehensive legal, land trust, and real estate transaction services to our valued clients. Our commitment to excellence, collaboration, creativity, accuracy, honesty, and humility drives our...

  • Director, Tax, Trust

    Found in: beBee S US - 3 weeks ago

    Orlando, United States Charles Schwab & Co, Inc Full time

    Your OpportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.Our Family Dynamics team is a fast-growing business unit within the Wealth and Advice Solutions organization. This group facilitates...

  • Director, Tax, Trust

    Found in: beBee S US - 1 week ago

    Orlando, United States Charles Schwab & Co, Inc Full time

    Your opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.Our Family Dynamics team is a fast-growing business unit within the Wealth and Advice Solutions organization. This group facilitates...

  • Legal Assistant/Land Trust Services Administrator

    Found in: Resume Library US A2 - 1 week ago

    Orlando, Florida, United States Aspire Legal Solutions Full time

    About Us: At Aspire Legal Solutions PL / My Land Trustee, we are a dynamic and rapidly growing law firm and land trust company based in Orlando, Florida, that provides comprehensive legal, land trust, and real estate transaction services to our valued clients. Our commitment to excellence, collaboration, creativity, accuracy, honesty, and humility drives...

  • Director, Business Development Officer-

    Found in: beBee jobs US - 1 week ago

    Orlando, Florida, United States Charles Schwab & Co, Inc Full time

    Your OpportunityWe believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client's goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our...

  • Director, Business Development Officer-

    Found in: beBee jobs US - 3 days ago

    Orlando, Florida, United States Charles Schwab & Co, Inc Full time

    Your opportunityWe believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client's goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our...

  • Senior Member Outreach Officer

    1 week ago

    Orlando, United States Educational Federal Credit Union Full time

    Job DescriptionJob DescriptionJob Summary:The Senior Member Outreach Officer serves as lead business developer representing EdFed within a defined geographic area. Incumbents in this position will be responsible for acquiring new sponsor groups, community business partners and driving membership and loan growth to help the Credit Union achieve its strategic...

  • Senior Member Outreach Officer

    1 day ago

    Orlando, United States Educational Federal Credit Union Full time

    Job DescriptionJob DescriptionJob Summary:The Senior Member Outreach Officer serves as lead business developer representing EdFed within a defined geographic area. Incumbents in this position will be responsible for acquiring new sponsor groups, community business partners and driving membership and loan growth to help the Credit Union achieve its strategic...

  • Senior Private Banker

    7 days ago

    Orlando, United States Avior Executive Search, Inc Full time

    Senior Private BankerPositions in: Long Island-New Jersey-OrlandoOur client is a growing, regional, full-service financial services organization encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets such as Long Island, New Jersey and Orlando, our client has engaged us to identify...

  • Senior Private Banker

    Found in: Appcast Linkedin GBL C2 - 1 week ago

    Orlando, United States Avior Executive Search, Inc Full time

    Senior Private BankerPositions in: Long Island-New Jersey-OrlandoOur client is a growing, regional, full-service financial services organization encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets such as Long Island, New Jersey and Orlando, our client has engaged us to identify...

  • Office Assistant

    2 weeks ago

    Orlando, United States GEM Supply Company Full time

    Job DescriptionJob DescriptionDescription:GEM Supply Company is family-owned for over 90 years. We are the oldest, most trusted name in Facility Supplies and Cleaning Industry Education in Florida. We are seeking an Office Assistant to join our family! The right candidate will support our team with a variety of clerical tasks.Requirements:Essential Duties...

  • Office Assistant

    2 days ago

    Orlando, United States GEM Supply Company Full time

    Job DescriptionJob DescriptionDescription:GEM Supply Company is family-owned for over 90 years. We are the oldest, most trusted name in Facility Supplies and Cleaning Industry Education in Florida. We are seeking an Office Assistant to join our family! The right candidate will support our team with a variety of clerical tasks.Requirements:Essential Duties...

  • Director, Business Development Officer-

    Found in: beBee S US - 1 week ago

    Orlando, United States Charles Schwab & Co, Inc Full time

    Your opportunityWe believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client's goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for...

  • Senior Sales Manager

    2 weeks ago

    Orlando, United States MARRIOTT ORLANDO DOWNTOWN Full time

    Job DescriptionJob DescriptionThe Marriott Orlando Downtown Hotel in Orlando, FL is searching for a Senior Sales Manager to join our team. Located in the Creative Village in downtown Orlando, the hotel has 297 guest rooms with views of the downtown Orlando Skyline. This great full-service Marriott Hotel has 15 meeting rooms with 15,992 sq. ft. of space, an...