Trust Operations Representative

Raymond James, Inc.; Florida; Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Disability benefits

Retirement savings

Paid time off

Job summary

Raymond James in Saint Petersburg, FL, seeks a Trust Operations Representative to handle a range of trust account transactions with accuracy and efficiency. The role involves research, issue resolution, and back-up support across teams in a hybrid environment.

Responsibilities include data maintenance, training peers, and ensuring compliant operation of daily processes, with a focus on accuracy and timely service for clients and internal partners.

Qualifications

• Experience handling trust accounts and related transactions.
• Ability to organize and prioritize multiple tasks with changing deadlines.
• Strong problem solving and analytical abilities.
• Effective written and verbal communication with internal and external contacts.

Responsibilities

• Perform various trust account transactions including maintenance, pricing, posting, disbursements, transfers, wires, deposits, and daily balancing.
• Research and resolve advanced/complex business issues.
• Act as back-up in cross-functional responsibilities during absences.
• Identify and help resolve systemic and operational issues; participate in special projects.
• Maintain data files and records; monitor and process transaction requests; provide training to teammates.

Skills

Organizational skills

Prioritization

Problem solving

Communication

Tools

MS Office

CRM software

Databases

Job description

## Trust Operations RepresentativeApply: Saint Petersburg, Florida - United States: Full time: Posted Today: R-0013787**Job Description Summary**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. c units or operating/processing departments in accordance with administrative and operational processes. Process a range of specialized and non-standard transactions that usually require some research or investigation.**Job Description****Essential Duties and 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.**Knowledge of:*** 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. **Skill in:*** 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. **Ability to:*** 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. **Schedule:**This position requires flexibility to work a predetermined rotating schedule that includes morning, day/split, and night shifts. Workdays and assigned shifts will vary, with schedules provided at least one month in advance. All hours are Eastern Time (ET).* Morning shift: 8:00 a.m. – 5:00 p.m., with a one-hour lunch* Day/Split shift: 8:00 a.m. – 1:00 p.m. and 6:00 p.m. – 9:00 p.m.* Night shift: 12:00 p.m. – 9:00 p.m., with a one-hour lunch**Education****Work Experience**General Experience - 4 to 6 months**Certifications****Travel**Less than 25%**Workstyle**HybridThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.