Join to apply for the Trust Officer role at Raymond James . Get AI-powered advice on this job and more exclusive features. Job Description Summary Leads defined work or projects of broad scope and complexity related to personal trust accounts. Resolves or recommends solutions to complex problems. Regular contact with senior management and internal customers is required to identify, research, and resolve accounting issues, providing comprehensive solutions. Job Description Job Summary Under administrative direction, uses specialized knowledge and skills to administer personal trust accounts. Leads projects of broad scope and complexity, resolving or recommending solutions to complex issues. Regular contact with senior management and internal customers is required. Essential Duties and Responsibilities Administers trusts according to statutes and regulations. Participates in income tax planning and preparation, explaining tax matters to beneficiaries and relevant parties. Interacts with Financial Advisors and clients to define goals, establish asset allocation, and review portfolio changes. Engages with beneficiaries, advisors, and Financial Advisors in trust administration. May participate as a voting member of the Administrative Committee. Exercises discretionary authority within policies and procedures. Assists in sales processes through meetings, calls, and seminars. Responds to inquiries regarding estate planning, trust services, and taxes. Leads and mentors less experienced staff. Builds strong organizational relationships. Reviews progress with leadership. Performs other duties as assigned. Qualifications Knowledge, Skills, and Abilities Understanding of IRA regulations, Inherited IRA administration, trust laws, finance, accounting, income tax, investment concepts, banking, and securities industry operations. Strong interpersonal, leadership, communication, and ethical skills. Ability to operate office software and trust accounting systems. Ability To Work professionally in an office environment. Handle detailed tasks efficiently in a fast-paced setting. Coach and mentor staff. Partner across functions and facilitate meetings. Work independently, make decisions, and resolve complex problems. Communicate effectively at all organizational levels. Experience and Education Bachelor’s Degree in Accounting, Business Administration, or Finance. 4+ years of personal trust administration experience. Other Requirements Less than 25% travel. Hybrid work style. Raymond James values diversity and is an equal opportunity employer. We foster a culture of growth, collaboration, and integrity. #J-18808-Ljbffr Raymond James
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