Trust Operations Representative

Raymond James•Saint Petersburg, FL

2d•Hybrid

About The Position

Under general supervision, 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 within Trust accounts, including account maintenance, pricing, trade posting, corporate re-organization, disbursements, transfers, wires, deposits, fees, dividends and daily department balancing. The position also involves researching and resolving advanced and more complex business issues, serving as a back-up in cross-functional responsibilities, identifying and helping to resolve systemic and operational issues, and assisting in special projects. The company, Raymond James, is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services. Founded in 1962, it has locations across the United States, Canada, the United Kingdom and Germany. Raymond James emphasizes a people-first culture, core values of client-first, integrity, independence, and a conservative, long-term view, and invests in associate growth and development.

Requirements

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

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.