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Raymond James Financial, Inc.

Trust Fee Specialist

Raymond James Financial, Inc. - Saint Petersburg, FL

Trust Fee Specialist','1703609','!*!Trust Fee Specialist

Department:

Raymond James

Trust

Location:

Raymond James

Financial, St. Petersburg Home Office

Job Summary:

Raymond James Trust N.A.

is hiring a Fee Specialist to serve

as the liaison between the Raymond James Trust New Accounts & Transfers

groups to ensure fees are setup accurately.

 

Essential Duties & Responsibilities:

Serves

as the liaison between various groups to ensure accuracy of fee setup.Ensures

effective coordination occurs within assigned work group and with other work

groups. Handles

escalated issues, and supports others to resolve complex problems and issues

primarily related to fees.Interprets

and applies organizational policies and procedures. Establishes

objectives and develops processes and procedures to ensure efficient and timely

work flow.Maintains

currency in assigned area of responsibility. Operates

standard office equipment and uses required software applications. Applies

advanced skills and procedures appropriate for the position within assigned

functional area.Schedules,

reports, and tracks information for the department.Performs

periodic reporting on work progress, project completions and additional ad-hoc

reporting as needed.Assists

in orienting, training and coaching employees.May

be designated to serve in a “team lead” function.Performs

other duties and responsibilities as assigned.

','!*!Knowledge, Skills, and

Abilities:

Knowledge

of:

Basic

mathematical calculations.Key

internal and/or external contacts to request assistance from or utilize

expertise.Concepts,

principles and practices of assigned functional area.Investment

concepts, practices and procedures used in the securities industry. Principles

of banking and finance operations. Financial

markets and products. 

Skill

in:

Organizational

and time management skills sufficient to prioritize workload, handle multiple

tasks, and meet deadlines.Operating

standard office equipment and using required software applications to produce

correspondence, electronic communication and maintain spreadsheets and

databases.Interpreting

and applying policies and procedures. Implementing

processes and procedures for efficient and timely work flow.Promoting

effective coordination between work groups. 

Ability

to:

Build

solid, effective working relationships with others.Coach

others to develop their skills.Execute

instructions and request clarification when necessary.Provide

courteous, timely service when addressing customer questions and concerns.Speak

clearly and concisely.Convey

information clearly and effectively through both formal and informal documents.Facilitate

meetings, ensuring that all viewpoints, ideas and problems are addressed.Partner

with other functional areas to accomplish objectives.Constructively

work under stress and pressure when faced with high workloads and deadlines.Plan,

organize, and coordinate work assignments.Promote

team cohesiveness, cooperation, and effectiveness.Work

independently with minimal supervision.

Educational/Previous

Experience Requirements:

Bachelors

Degree (B.A.) in Business Administration, Finance or Accounting with a minimum

of three (3) years of experience in a financial services environment requried,

preferably focused on

trusts and estates.

~or~

Any equivalent

combination of experience, education, and/or training as approved by Human

Resources.

 

Licenses/Certifications:

None required.

 

About Raymond James Trust:

Raymond James Trust

N.A. is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF) which

provides financial services to individuals, corporations and municipalities.

 

Raymond James Trust

N.A. began in 1992 as the Raymond James Trust Company in St. Petersburg,

Florida. To better serve its clients outside of the southeastern U.S., the Raymond

James Trust Company West was acquired (as Sound Trust Company) in 1993. Over

the years, the two companies have grown to manage over $3 billion in assets in

all 50 states. In 2007, Raymond James Trust Company successfully completed the

rigorous application process to gain a national trust charter and changed its

name to Raymond James Trust N.A.

 

Under its federal

charter, Raymond James Trust N.A. may act as trustee, custodian, personal

representative or agent to the trustee in a wide variety of trust and estate

situations in every state of the U.S.

 

','Administrative & Support Services','US-FL-St. Petersburg-Saint Petersburg','','Raymond James Trust Company Corp','Full-time','Day Job','Yes, 5 % of the Time','Trust Fee Specialist'

9 days 16 hours ago

Raymond James Financial, Inc.

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Trust Fee Specialist Raymond James Financial, Inc. - Saint Petersburg, FL, United States

   

Location: Saint Petersburg, FL

Company Profile:
Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Our stock is traded on the New York Stock Exchange (RJF).You can call it Ray or you can call it Ray Jay. Raymond James Financial doesn't mind as long as it's calling on customers. It offers investment and financial planning services primarily through subsidiary Raymond James & Associates (RJA), which provides securities brokerage, investment banking, and financial advisory services in North America and Europe. Its Raymond James Financial Services offers financial planning and brokerage services via independent financial advisors, as well as through alliances with community banks. Other units provide asset management, trust, and banking services. The firm has more than 2,500 traditional branches, satellite offices, and independent contractor branches.