Trust Operations Representative

Raymond James•Saint Petersburg, FL

1d•Hybrid

About The Position

Under general supervision, the Trust Operations Representative uses skills gained through experience and training to complete assigned responsibilities and projects in accordance with Raymond James Trust Operations policies and procedures. Duties and projects vary based on department needs and priorities. The role processes specialized and non-standard transactions, which may require research or investigation, and supports administrative and operational processes across relevant units or processing departments. The position requires flexibility to work a predetermined rotating schedule that includes morning, day/split, and night shifts. Workdays and assigned shifts vary, and schedules are provided at least one month in advance. All hours are Eastern Time. The morning shift is 8:00 a.m. to 5:00 p.m. with a one-hour lunch; the day/split shift is 8:00 a.m. to 1:00 p.m. and 6:00 p.m. to 9:00 p.m.; and the night shift is 12:00 p.m. to 9:00 p.m. with a one-hour lunch. The position is hybrid and requires less than 25% travel.

Requirements

General experience of 4 to 6 months.
Knowledge of general office principles, practices, and procedures, as well as those governing the finance and/or securities industry and trust operations.
Knowledge of the operations, systems, process flows, and regulations of the assigned functional area.
Skill in operating standard office equipment and using required software applications to produce correspondence, reports, electronic communications, spreadsheets, and databases.
Ability to identify and resolve operational issues and identify opportunities for improvement.
Problem-solving skills.
Ability to organize, manage, and track multiple detailed tasks and assignments amid frequently changing priorities and deadlines in a fast-paced environment.
Ability to use sound judgment when prioritizing tasks and responsibilities.
Ability to communicate effectively, orally and in writing, with internal associates and external contacts at all levels.
Ability to gather relevant information, analyze and research business issues, and make decisions to resolve them.
Ability to partner with other functional areas to accomplish objectives.
Ability to analyze data to identify discrepancies.
Ability to work independently and collaboratively within a team and maintain effective working relationships.
Flexibility to work a predetermined rotating schedule that includes morning, day/split, and night shifts.

Responsibilities

Perform transactions on Trust accounts, including account maintenance, pricing, trade posting, corporate reorganizations, disbursements, transfers, wires, deposits, fees, dividends, and daily department balancing.
Research and resolve advanced and complex business issues.
Provide backup for cross-functional responsibilities during absences.
Identify and help resolve systemic and operational issues.
Assist with special projects.
Maintain data files and records.
Monitor and process transaction requests and incoming documents.
Train other team members.
Operate standard office equipment and use required software applications.
Perform other assigned duties and responsibilities.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Critical illness insurance
Accident insurance
Disability benefits
Retirement savings
Paid time off, including vacation, holidays, and sick leave
Parental leave
Additional compensation may include cash or equity, discretionary bonuses, or commissions