Raymond James · 2 weeks ago
Trust Officer - Estate and Trust Settlement
St. Petersburg, FL
Full-time
Hybrid
Mid, Senior Level
3+ years expRaymond James is a financial services firm, and they are seeking a Trust Officer to administer trust and estate settlement accounts. The role involves tax planning, interacting with clients and Financial Advisors, and leading projects while ensuring compliance with relevant statutes and regulations.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Administers trust and estate settlements in accordance with statutes and regulations
Participates in the income tax planning and preparation process, performs such tax planning functions as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties
Interacts with Financial Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes
Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process
May participate as a voting member of the Administrative Committee
Exercises discretionary personal trust administrative authority as may be allowed by the Policies and Procedures
Assists New Business Development personnel and Financial Advisors in the sales process through personal meetings, conference calls and seminar events
Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant topics
May lead the work of others; coaches and mentors less experienced staff
Develops and maintains strong relationships across all levels of the organization
Reviews progress of assignments with executive leadership/management
Performs other duties and responsibilities as assigned
Qualification
Required
Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training or certification to administer trust and estate settlement accounts
Leads defined work or projects of broad scope and complexity
Resolves or recommends solutions to complex problems
Regular contact with senior management and other internal customers is required to identify, research, and resolve accounting issues and provide comprehensive solutions to complex problems or needs
Administers trust and estate settlements in accordance with statutes and regulations
Participates in the income tax planning and preparation process, performs such tax planning functions as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties
Interacts with Financial Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes
Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process
May participate as a voting member of the Administrative Committee
Exercises discretionary personal trust administrative authority as may be allowed by the Policies and Procedures
Assists New Business Development personnel and Financial Advisors in the sales process through personal meetings, conference calls and seminar events
Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant topics
May lead the work of others; coaches and mentors less experienced staff
Develops and maintains strong relationships across all levels of the organization
Reviews progress of assignments with executive leadership/management
Performs other duties and responsibilities as assigned
Knowledge of Basic supervisory principals
Knowledge of Trust Code of Florida or other applicable states
Knowledge of Finance and Accounting
Knowledge of Basic concepts, practices and procedures of income tax planning and preparation process
Knowledge of Basic concepts, principles and practices of Fiduciary laws and principles sufficient to administer personal trusts and estate settlements
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
Skill in Personal trust and estate administration
Skill in Strong 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 Excellent public presentation skills
Skill in Outstanding oral and written communication skills
Skill in Demonstrate 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 Identify training needs and coach/ mentor more junior staff
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 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
Ability to Establish and maintain effective working relationships at all levels of the organization, including negotiation resources
Education: Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience: General Experience - 3 to 6 years
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
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)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
Company data provided by crunchbase