• Trust Operations Representative

    Raymond James Financial, Inc. (St. Petersburg, FL)


    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.

    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.