Raymond James
Trust Operations Representative
Saint Petersburg, Florida - United States, USA
Sponsorship not specifiedDetected 2 days ago
ResearchCommunication
About the role
- 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.
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.
- Maintains a variety of data files and records.
- Monitors and processes transaction requests as well as incoming documents.
- Performs other duties and responsibilities as assigned.
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
- Partner with other functional areas to accomplish objectives.
Requirements
- Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
- Operates standard office equipment and uses required software applications.
Skills
- Job Description Summary
- Process a range of specialized and non-standard transactions that usually require some research or investigation.
Compensation
- The 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.
Benefits
- The 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.
Company info
- 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 firm
- The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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