Job Summary:
Under limited supervision, uses specialized knowledge in (particular field or specialization) and skills obtained through experience and/or formal training to administer basic-level personal trust, estate, and custody accounts. Fulfills the duties of Raymond James Trust (RJT) as a fiduciary or custodian in accordance with the terms of the governing instruments, local law, and sound fiduciary principles. Achieves the objectives of RJT as stated in the Corporate Mission statement and provides fiduciary services that exceed our clients' expectations. In some cases may be assigned to a more senior officer as an Associate Trust Officer/Trust Administrator during the development process.
Essential Duties and Responsibilities:
Knowledge, Skills, and Abilities:
Knowledge of:
Skill in:
Ability to:
Educational/Previous Experience Recommendations:
~or~
Licenses/Certifications:
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