Specialty Assets Trust Associate

Raymond James•St Petersburg, FL

10d•Hybrid

About The Position

The Specialty Assets Trust Associate provides advanced administrative support to the Specialty Assets department, ensuring smooth operations across mineral/oil/gas interests, promissory and mortgage notes, and closely held business assets. This role involves non‑routine administrative work, coordination of asset transfer processes, and data management.

Requirements

Knowledge of: Standard office practices, procedures, and methods.
Basic mathematical calculations.
Basic understanding of Microsoft Excel.
Skilled in: Organizational and time management abilities.
Use of standard office equipment and software.
Interpreting and applying policies and procedures.
High level of detail orientation.
Ability to: Build strong working relationships.
Coach others.
Communicate clearly in writing and verbally.
Work effectively under pressure.
High school diploma or equivalent and 2–5 years of office or customer service experience, preferably within Specialty Asset administration, such as mortgage and promissory notes and closely held businesses.
Or an equivalent combination of education, experience, and training.

Responsibilities

Maintain accurate databases for mineral/oil/gas interests, promissory notes, mortgage notes, and closely held business assets.
Facilitate and coordinate asset transfer processes across all asset types.
Perform non-routine administrative tasks, escalating only the most complex issues when necessary.
Schedule, track, and report key departmental information.
Collect and prepare data for reports, budgets, and variance analyses.
Compile information from multiple sources into cohesive, comprehensive reports.
Assist with the preparation, review, and auditing of reports.
Conduct research and investigations on complex matters and prepare supporting analyses.
Provide guidance or training to lower-level employees as required.
Develop processes and monitor adherence to policy, standards, and procedures
Collaborate with internal and external parties to obtain valuations for all assets.