Trust Officer - Settlement Onboarding

Raymond James

Hybrid
Trust and estate administration
Income tax planning and preparation
Strong interpersonal skills
The Trust Officer will administer trust and estate settlements in accordance with applicable laws and regulations

Job Summary

  • The Trust Officer will administer trust and estate settlements in accordance with applicable laws and regulations.
  • This role involves facilitating the onboarding of new accounts and interacting with financial advisors and clients.
  • Raymond James values a people-first culture and encourages associates to bring their authentic selves to work.

Matching Summary

The Trust Officer will administer trust and estate settlements in accordance with applicable laws and regulations.

Skills & Requirements

Must-have

  • Trust and estate administration
  • Income tax planning and preparation
  • Strong interpersonal skills

Nice-to-have

  • Coaching and mentoring junior staff
  • Excellent public presentation skills
  • Ability to work in a hybrid environment

Key Requirements

  • Bachelor’s degree in Accounting, Business Administration, or Finance
  • 3 to 6 years of general experience

Work Rights

Not specified

Tailored Resume

Cover Letter