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Trust Associate in St. Petersburg, FL at honor foundations

Date Posted: 10/23/2024

Job Snapshot

Job Description

Job Summary:

Provides some advanced administrative support of a function within a unit or department through clerical skills. Exchanges basic and non-routine information with internal and external customers and adapts procedures, processes, and techniques to meet the more complex requirements of the position.

Essential Duties and Responsibilities:

  • Applies some advanced skills and procedures appropriate for the position within assigned functional area.

  • Performs duties and tasks that are frequently non-routine. Refers only the most complex issues to higher level.

  • Schedules, reports, and tracks information for department.

  • Collects data for preparation of various reports, budgets, and variance analyses.

  • Compiles data for reports and collates into a single report.

  • Assists in preparing, reviewing, or auditing reports.

  • Assists with more complex research and investigation. May prepare analyses of information.

  • May assist in orienting and training lower level employees.

  • Performs other duties and responsibilities as assigned.

    • Job Requirements

    Knowledge, Skills, and Abilities:

    Knowledge of:

  • Basic office practices, procedures and methods.

  • Basic mathematical calculations.

    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.

    Ability to:

  • Build solid, effective working relationships with others.

  • Coach others in the development of 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.

  • Constructively work under stress and pressure when faced with high workloads and deadlines.

    Educational/Previous Experience Requirements:

  • High school diploma or equivalent and (2) two - (5) five years office or customer service experience.

    ~or~

  • An equivalent combination of education, experience and/or training.

    Licenses/Certifications:

  • None required.

    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

    • footerLogo

    THE HONOR FOUNDATION IS A 501(C)(3) TAX EXEMPT, NATIONAL NON-PROFIT CHARITABLE FOUNDATION. TAX ID # 46-2952873