Trust Operations Representative

Raymond James•Saint Petersburg, FL

1d•Hybrid

About The Position

Under general supervision, the Trust Operations Representative uses skills obtained through experience and training to complete assigned job responsibilities and projects consistent with RJ Trust Operations department policy and procedures. Projects and duties will vary widely based on department needs and priorities. This role involves processing a range of specialized and non-standard transactions that usually require some research or investigation. The representative will perform various transactions on Trust accounts, including account maintenance, pricing, trade posting, corporate re-organization, disbursements, transfers, wires, deposits, fees, dividends, and daily department balancing. They will also research and provide resolution on advanced and more complex business issues, serve as a back-up in cross-functional responsibilities during absences, and identify and help to resolve systemic and operational issues. Additionally, the representative assists in special projects, maintains data files and records, monitors and processes transaction requests and incoming documents, and provides training to other team members.

Requirements

Principles, practices, and procedures of general office concepts and those that govern finance and/or securities industry and trust operations.
Operations and systems of assigned functional area.
Process flows within specific assigned functional area.
Regulations for specific assigned functional area.
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Identifying and resolving operational issues while identifying opportunities for improvement.
Problem solving.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Use sound judgment in prioritizing tasks and responsibilities.
Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.
Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.
Partner with other functional areas to accomplish objectives.
Analyzing data to identify discrepancies.
Work independently and collaboratively within a team environment, establishing and maintaining effective working relationships.
4 to 6 months General Experience

Responsibilities

Performs a variety of transactions on Trust accounts including account maintenance, pricing, trade posting, corporate re-organization, disbursements, transfers, wires, deposits, fees, dividends and daily department balancing.
Researches and provides resolution on advanced and more complex business issues
Serves as a back-up in cross-functional responsibilities during absences.
Identifies and helps to resolve systemic and operational issues.
Assists in special projects.
Maintains a variety of data files and records.
Monitors and processes transaction requests as well as incoming documents.
Provides training to other team members.
Operates standard office equipment and uses required software applications.
Performs other duties and responsibilities as assigned.