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Job Summary:

Under limited direction from a senior level manager, uses specialized knowledge and skills obtained through experience, specialized training and/or certification to manage prudent investment of fiduciary and other discretionary assets held in Trust accounts while working in concert with Financial Advisors. Leads defined work/projects of moderate scope and complexity.

Essential Duties and** **Responsibilities:

• Performs initial review of assets, and works with financial advisor in determining the proper asset allocation/investment objective, security type, and selection of investments. Performs annual reviews for trust accounts.

• During annual review, identifies accounts that need action per investment policies. Works with financial advisor to resolve these matters.

• Attends client and Financial Advisor meetings to discuss investment of trust accounts as needed

• Attends and presents at monthly Trust Investment Committee meeting.

• Ensures portfolios are compliant with company policies and procedures.

• Oversees management of the RJ Trust Managed Mutual Fund Model portfolios.

• Review and if prudent, approve portfolio adjustments as suggested by the financial advisor.

• Manages projects through the lifecycle including planning, assigning, scheduling, monitoring and reviewing project activities, as well as evaluating individual performance upon project completion.

• Trains associates on the team to ensure consistency, accuracy and completion of projects.

• Performs other duties and responsibilities as assigned.

Qualifications -

Knowledge, Skills, and Abilities:

Knowledge of:

• Investment concepts, practices, and practices used in the securities industry.

• Financial markets and products.

• Principles of estate planning, trusts and securities industry operations.

• Various security types.

• Investment management concepts as they pertain to trust accounts.

Skill in:

• Preparing and delivering written and oral presentations.

• Gathering and compiling information and data.

• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to:

• Attend to detail while maintaining a big picture orientation.

• Interpret and apply policies and identify and recommend changes as appropriate.

• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

• Work independently as well as collaboratively within a team environment.

• Establish and maintain effective working relationships, at all levels of the organization, including negotiating resources.

• Project a positive, professional image both internal and with external business contacts.

• Convey information clearly and effectively through both formal and informal documents.

Educational/Previous Experience Requirements:

• Bachelor’s Degree (B.A.) in Finance, Business, Accounting or a related discipline and a minimum of three (3) to five (5) years of experience in Investments.

~or~

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

Licenses/Certifications:

• Series 7 and 63 Preferred.