Raymond James · 1 day ago
Fiduciary Consultant
United States
Full-time
Remote
Mid Level
$80K/yr - $80K/yr
3+ years exp
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Responsibilities
Responsible for assisting the Chief Fiduciary Officer in providing early intervention on fiduciary problems and risk matters relating to the administration of fiduciary accounts.
Working directly with the Chairperson of PAC to coordinate the review of new business opportunities and work with the necessary parties to resolve account opening contingencies by gathering the necessary documentation, creating and reviewing legal documents, and working with trust consultants to develop alternate strategies to resolve contingencies.
Provides interpretation of trust documents.
Establishes objectives and develops processes and procedures to ensure efficient and timely work flow.
Reviews progress of assignments with senior management.
May plan, assign, monitor and manage the work of others.
May coach and mentor subordinates.
Performs other duties and responsibilities as assigned.
Qualification
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Required
J.D. required and a minimum of three (3) years of experience with personal trust accounts in an advisory capacity and/or legal firm experience in Trust/Estates planning practice area.
License to practice in at least one U.S. jurisdiction.
Knowledge of general fiduciary law and principals.
Knowledge of trust and welfare transfer techniques.
Knowledge of federal and state regulation pertaining to fiduciaries.
Knowledge of IRS Gift and Estate Tax Code laws, Uniform Principal and Income Act (UPAIA), and general Trust Laws, rules and regulations.
Knowledge of advanced concepts, practices and procedures of income tax planning and preparation process.
Knowledge of advanced concepts, principles and practices of personal trust administration process.
Knowledge of fundamental investment concepts, practices and procedures used in the securities industry.
Knowledge of principles of banking and finance and securities industry operations.
Knowledge of financial markets, products, financial advisory function and investment process.
Broad knowledge of Finance and Accounting.
Knowledge of management principals.
Skill in excellent interpersonal and leadership skills to provide a high level of customer service.
Skill in cultivating and maintaining effective working relationships at all levels of the organization.
Skill in outstanding oral and written communication skills.
Skill in demonstrating uncompromising adherence to ethical principles.
Skill in operating standard office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.
Ability to function in a professional office environment.
Ability to demonstrate efficiency and flexibility in performing detailed transactional tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
Ability to provide efficient service to internal and external clients.
Ability to partner with other functional areas to accomplish objectives.
Ability to facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
Ability to attend to detail while maintaining a big picture orientation.
Ability to gather information, identify linkages and trends and apply findings to assignments.
Ability to incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes.
Ability to interpret and apply policies and identify and recommend changes as appropriate.
Ability to work independently, make non-routine decisions and resolve complex problems.
Ability to communicate effectively, both orally and in writing, with all organizational levels, including senior management.
Ability to lead meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes.
Ability to establish and maintain effective working relationships at all levels of the organization, including negotiation resources.
Benefits
Eligible for Discretionary Bonus
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1983-07-01IPO
Leadership Team
Paul Allison
Chairman, President and Chief Executive Officer
Tash Elwyn
President and CEO
Recent News
2024-12-05
2024-11-29
American Banker
2024-11-20
Company data provided by crunchbase
