Associate Trust Officer - Estate & Trust Settlements

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Associate Trust Officer - Estate & Trust Settlements

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Job Description Summary

Job Description

Essential Duties and Responsibilities

• Reads and interprets trust and testamentary instruments and acts in accordance herewith.
• Handles administration of more complex trust accounts.
• Knows and utilizes applicable local law and tax law in the administration of revocable and
• irrevocable trusts and decedent’s estates.
• Maintains a thorough knowledge and understanding of trust accounting principles.
• Maintains technical abilities for the purposes of monitoring and administering personal trusts. This
• includes the use of trust accounting and management software as well as word processing and
• spreadsheet programs.
• Assist Trust Officers in estate administration, including confirming assets, inventory, securing real
• estate and tangible property and necessary court filings.
• Confirms asset transfers and real estate recordings.
• Secures date of death valuations and information on unusual assets.
• Effectively interacts with Financial Advisors in the defining of the investment goals and
• requirements for the achievement of trust objectives, the establishment of an appropriate asset
• allocation, and the selection of investments suitable to the achievement of trust purposes.
• Works closely with clients to determine the extent of their requirements and assist in the
• achievement of their financial objectives.
• Maintains records for annuity contracts and life insurance held in Trust.
• Files death claims on annuity, life and pension contracts as necessary.
• Secures and confirms beneficiary information and notifications as necessary.
• Participates in Trust Committee and exercises sound judgment in the acceptance and execution
• of administrative functions.
• Reviews accounts on a daily basis through the use of the administrative officer’s trial balance.
• Instructs the assigned trust administrators of those actions to be taken in the proper and efficient
• administration of trusts.
• Monitors and takes action with respect to accounts as required.
• Performs other duties and responsibilities as assigned.

Knowledge of

• Principles of trust administration and estate planning.

Skill in

• Communicating with associates at all levels as well as an array of clients.
• Drafting written correspondence.
• Operating standard office equipments and using required software applications, including
• Microsoft Office applications sufficient to create letters, documents, spreadsheets and email.

Ability to

• Function in a professional office environment.
• Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced
• work environment with frequent interruptions and changing priorities.
• Reason and make decisions with limited supervision.
• Provide efficient service to clients internal and external.
• Deal with professionals such as Financial Advisors, attorneys, and CPA’s.

Education

Work Experience

Certifications

Travel

Workstyle

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 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.