Real Estate Trust Associate

Job Description Summary

Under general supervision, knowledge and skills obtained through education, experience, or training to facilitate the transfer and maintenance of new and existing real estate assets within trust accounts. Provides advanced administrative support to Real Estate Department. Communicates information to internal and external customers and adapts procedures, processes, and techniques to accomplish the requirements of the position. Serves as a resource to resolve complex issues. Works independently, or within a team, on assignments that are broad in nature and scope.

Job Description

Essential Duties and Responsibilities:

• Maintains current database of real estate assets.
• Facilitates and coordinates the asset transfer process for real estate.
• Ensures new, incoming trust real estate files are complete and accurate.
• Facilitates outsource relationships regarding real estate administration.
• Consults with Trust Officers, Business Development Officers, and Financial Advisors on the transfer and retention of real estate.
• Serves as a liaison during regulatory exams and account file management.
• Monitors and takes action with respect to accounts as required.
• Serves as a liaison during internal and external audits.
• Maintains regular contact with manager and other internal or external customers or clients.
• Schedules, reports and tracks information for the department.
• Collects data for preparation of various reports, budgets, and variance analyses.
• Complies data for reports and collates into a single report.
• Assists in preparing, reviewing, or auditing reports.
• May assist in orienting and training lower level employees.
• Assists with complex research and investigation.
• Performs other duties and responsibilities as assigned.

Knowledge of:

• Basic concepts, principles and practices of real estate, as well as the liability and risks associated such assets.
• Basic office practices, procedures and methods.
• Basic mathematical calculations.
• Company’s working structure, internal policies, mission, and strategies.

Skill in:

• Interpreting and applying policies and procedures.
• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
• Promoting effective coordination between multiple work groups and functional areas.
• Detail orientation to ensure quality standards are met without impairing workflow.
• Communicating both orally and written.
• Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.

Ability to:

• Effectively balance the conflicting requirements of clients, beneficiaries, account guidelines, compliance and government regulations.
• Develop foundational/basic knowledge of closely held assets, with an emphasis on entities whose underlying assets consist primarily of real estate holdings.
• Learn required Trust accounting system software and applicable applications.
• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Pay close attention to detail to maintain accuracy on completed work.
• Establish and maintain effective working relationships at all levels of the organization.
• Work independently as well as collaboratively within a team environment.
• Identify required tasks, develop timelines and execute.
• Project a positive, professional image both internal and with external business contacts.
• Convey information clearly and effectively through both formal and informal documents.
• Communicate effectively, both orally and in writing.

Education

High School (HS)

Work Experience

General Experience - 4 to 6 months

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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.

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