- Basic supervisory principals.
- Advanced understanding of trust administrative concepts, including state law differences
- Trust Code of Florida or other applicable states.
- Finance and Accounting.
- Basic concepts, practices and procedures of income tax planning and preparation process.
- Basic concepts, principles and practices of Fiduciary laws and principles sufficient to administer personal trusts
- Fundamental investment concepts, practices and procedures used in the securities industry.
- Principles of banking and finance and securities industry operations.
- Financial markets, products, financial advisory function and investment process.
- Personal trust administration.
- Strong interpersonal and leadership skills to provide a high level of customer service.
- Cultivating and maintaining effective working relationships at all levels of the organization.
- Excellent public presentation skills.
- Outstanding oral and written communication skills.
- Demonstrate uncompromising adherence to ethical principles.
- Operating standard office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.
- Function in a professional office environment.
- 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.
- Provide efficient service to internal and external clients.
- Partner with other functional areas to accomplish objectives.
- Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
- Attend to detail while maintaining a big picture orientation.
- Gather information, identify linkages and trends and apply findings to assignments.
- Interpret and apply policies and identify and recommend changes as appropriate.
- Proactively offers solutions and suggestions for improved efficiencies.
- Leads projects of significant scope and complexity.
- Work independently, make non-routine decisions and resolve complex problems.
- Communicate effectively, both orally and in writing, with all organizational levels.
- Deliver unpopular messages while maintaining positive and effective relationships.
- Establish and maintain effective working relationships at all levels of the organization, including negotiation resources.
- Bachelor's Degree (B.A) and a minimum of seven (7) to ten (10) years of personal trust administration experience~or~
- JD, MBA, CTFA, CFP or CPA and four (4) years personal trust administration experience~or~
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
- None Required
-
Senior Trust Officer
3 weeks ago
Raymond James Financial Services Memphis, United States**Description** · **Job Summary** : · Under limited direction uses specialized knowledge and skills obtained through experience and specialized training or certification to administer personal trust accounts. · Leads defined work or projects of broad scope and complexity. · Res ...
-
Senior Trust Officer
1 week ago
Raymond James Financial Services Memphis, United States**Description** · **Job Summary** : · Under limited direction uses specialized knowledge and skills obtained through experience and specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad scope and complexity. Resolves ...
-
Stellar Innovations Shelby, United StatesAbout IONOS SE: · We are Europe's leading platform for cloud services and hosting solutions. We successfully support our customers in their business development. Our company's success is driven by over Now apply employees in multiple countries worldwide, fulfilling the needs and ...
-
Stellar Innovations Memphis, United StatesAbout Contractor GmbH: · As a professional recruitment agency with a premium approach, we find the best specialists for successful IT projects. We solve temporary personnel bottlenecks in IT, product management, and engineering. We work closely with our clients, including several ...
-
Continuous Improvement Engineer
4 days ago
WK Kellogg Co Memphis, United States OnsiteAt WK Kellogg Co, we exist to create joy and connection to inspire Gr-r-reat days. We believe that doing good is always good for business and we have stood for this since Kellogg Company was founded more than 117 years ago. We are passionate about doing our part to make nutritiou ...
-
Audit Project Manager
2 weeks ago
First Horizon Bank Memphis, United States Full timeSummary · Primarily responsible for completing audit engagement assignments with minimal supervision. The Audit Project Manager is expected to: · understand and identify the full range of risks related to processes, regulatory compliance, organization, policy, and technology, · ...
-
Cook/Salad Bar Expert
21 hours ago
SAGE Dining Services Memphis, United States Full timeSAGE Dining Services is seeking a reliable Cook for the dining hall of a Memphis private day school. SAGE teams work together to provide safe, healthy, and varied meals that reflect the tastes and preferences of each community. Our culinary teams are talented individuals who know ...
-
Senior Java Architect
3 days ago
KTek Resourcing Memphis, United StatesJob Description: · Role Overview: The Account Technology Officer (ATO) for the Banking and Financial Services (BFS) account is a pivotal role responsible for ensuring seamless integration of technology solutions to meet the unique needs of BFS customers. This role involves a blen ...
-
Healthcare Social Media Manager
2 weeks ago
Remember Media Memphis, United StatesThis role requires the prioritization of developing and executing social media strategies for Remember Media's Healthcare clients and creating content that aligns with each brand's strategy and vision, as well as platform best practices. This role is also responsible for support ...
-
Fleet Coordinator
3 weeks ago
ContainerPort Group Memphis, United StatesAbout World Group: · World Group was founded over 60 years ago as a pioneer in vessel agency services on the Great Lakes. Today, we are home to a portfolio of globally trusted brands that deliver customers end-to-end supply chain and logistics solutions, backed by innovative tech ...
-
Memphis-Shelby County Schools Memphis, United StatesPurpose and Scope · During Summer Learning Academy serves as liaison between District staff and students or parents whose primary spoken language is one other language than English. Provides academic assistance to students in the English as a Second Language (ESL) program. Inte ...
-
Room Attendant
2 weeks ago
Hampton Inn Memphis Walnut Memphis, United StatesCompensation Type: Hourly Highgate Hotels: · Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco ...
-
Sales Manager
2 weeks ago
Hampton Inn Memphis Walnut Memphis, United StatesCompensation Type: Yearly Highgate Hotels: · Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco ...
-
Business Office Assistant
2 weeks ago
Allenbrooke Nursing and Rehabilitation Center, LLC Memphis, United StatesJob Description · Job DescriptionBusiness Office Assistant · Allenbrooke Nursing & Rehabilitation Center is seeking a Business Office Assistant · Under the direction of the Business Office Manager, this position coordinates and performs business office functions in accordance wit ...
-
Executive Administrative Assistant
3 weeks ago
Nestlé Waters, USA Memphis, United StatesCompany Description · The uncompromised high-quality standards have made Nestlé Pure Life a trusted pure quality water brand for generations for more than 20 years. Our rigorous quality-checking and purification process makes sure every drop meets our high safety standards and ta ...
-
Sr. Investment Analyst
6 days ago
City of Memphis Memphis, United StatesESSENTIAL JOB FUNCTIONS: Works under the general supervision of the Investment Manager and is responsible for assisting in achieving overall cash management objectives and objectives that are related to defined benefit plan, defined contribution plan, and Other Post-Employment Be ...
-
Business Office Manager
1 week ago
Memphis Operator LLC Memphis, United StatesJob Description · Job DescriptionBusiness Office ManagerLong Term Care Experience Required Are you looking for a rewarding career and a stable company to call home? Spring Gate Rehabilitation and Healthcare Center not only offers you leading market wages, but a rewarding experien ...
-
Price Reporter
1 week ago
Fastmarkets Memphis, United StatesFastmarkets is an independent commodity pricing and information organisation with over 600 staff. We are fuelled by values that bring us all together and are united by a collective passion to make a difference. We are supported by a working model that is based on a hybrid approac ...
-
Account Manager
3 weeks ago
Colibri Group Memphis, United StatesThe Account Manager opportunity is with Colibri Group's esteemed accounting brand, Becker Professional Education. For over 60 years, Becker has been the partner accountants trust with their professional education. · Position Overview: · The Account Manager is responsible for le ...
-
RN Clinical Supervisor
2 weeks ago
Maxim Healthcare Memphis, TN, United States Full timeMaxim Healthcare Services is hiring for a RN/Clinical Supervisor in our Memphis, TN office and offering a $5,000 sign on bonus. · At Maxim Healthcare Services, we firmly believe that our employees are the heartbeat of our organization and we are happy to offer the following benef ...
Senior Trust Officer - Memphis, United States - Raymond James Financial Services
Description
Description*Job Summary
:
Under limited direction uses specialized knowledge and skills obtained through experience and specialized training or certification to administer personal trust 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.
Essential Duties and Responsibilities:
Administers trusts 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 communicates tax matters to beneficiaries, Financial Advisors and other relevant parties.
Anticipates issues of higher risk and assists with department-wide resolution via mentoring and/or policies within the bounds of good fiduciary practice.
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 administration process. Participates as a voting member of the Administrative Committee. Exercises discretionary personal trust administrative authority as may be allowed by the Policies and Procedures.Proactively applies potential estate, gift, GSTT and income tax rules, changes and consequences applicable to book of accounts with limited supervisory interaction and support.
Assists New Business Development personnel and Financial Advisors in the sales process through personal meetings, conference calls and seminar events.
Answers Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant topics. May lead the work of others, sharing knowledge to coach and mentor less experienced staff. Develops and maintains strong relationships across all levels of the organization. Reviews progress of assignments with executive leadership/management. Serves as resource for junior staff and helps develop standardized client communication. Performs other duties and responsibilities as assigned.Qualifications
Knowledge, Skills, and Abilities :
Knowledge of :
Skill in :
Ability to :
Educational/Previous Experience Requirements :
Licenses/Certifications :
Job:
Trust Services
Primary Location: US-FL-St
Petersburg-Saint Petersburg
Other Locations:
US-TX-Houston-Houston, US-TN-Memphis-Memphis, US-GA-Columbus-Columbus
Organization Raymond James Trust Company Corp
Schedule Full-time
Job Shift Day Job
Travel Yes, 20 % of the Time
Req ID: #J-18808-Ljbffr