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Job Description

Job Summary:

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. Projects and duties will vary widely based on department needs and priorities.

Essential Duties and 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.

Qualifications

Knowledge, Skills, and Abilities:

Knowledge of:

• Principles, practices, and procedures of general office concepts and those that govern finance and/or securities industry and trust operations.

• Operations and systems of assigned functional area.

• Process flows within specific assigned functional area.

• 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.

• Identifying and resolving operational issues while identifying opportunities for improvement.

• 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.

• Use sound judgment in prioritizing tasks and responsibilities.

• Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.

• Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.

• Partner with other functional areas to accomplish objectives.

• Analyzing data to identify discrepancies.

• Work independently and collaboratively within a team environment, establishing and maintaining effective working relationships.

Educational/Previous Experience Recommendations:

• High School Diploma or equivalent and zero to two (0-2) years of experience in the Trust, financial services, or banking industry.

~or~

• An equivalent combination of experience, education, and/or training approved by Human Resources.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 4 to 6 months

Certifications

Travel

Less than 25%

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcomes

• Make prompt, pragmatic choices and act with the client in mind

• Take ownership and hold themselves and others accountable for delivering results that matter

• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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