Trust Operations Representative

Job Description 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. c units or operating/processing departments in accordance with administrative and operational processes. Process a range of specialized and non-standard transactions that usually require some research or investigation. Job Description 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. Education 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. #LI-AT1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.