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Raymond James · 4 weeks ago

Trust Operations Representative

FL - Saint Petersburg - 880 Carillon Pkwy Tower 4

Full-time

Hybrid

New Grad, Entry Level

0+ years exp

Raymond James is a financial services firm that focuses on client-first values. They are seeking a Trust Operations Representative to perform a variety of transactions on Trust accounts, provide resolutions on complex business issues, and assist in special projects while maintaining data files and records.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

H1B Sponsor Likely

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

Qualification

Trust operations knowledgeProblem solvingData analysisOffice equipment operationInterpersonal communication

Required

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

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

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 analyze 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

Company

Raymond James

Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

Founded in 1962

Atlanta, Georgia, USA

10001+ employees

http://www.raymondjames.com

H1B Sponsorship

Raymond James has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (1)