Raymond James Trust Operations Representative in St. Petersburg, Florida

_Trust Operations Representative_

Department:Raymond James Trust

Location:Raymond James Financial, Corporate Headquarters: St. Petersburg, FL

_Job Summary:_

Raymond James is hiring an Operations Representative to efficiently complete assigned day-to-day activities and ongoing projects in support of Raymond James Trust department. Projects and duties will vary widely based on ever changing department needs, volume and priorities.

For more information about Raymond James Trust, please visit:


_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, Skills, and Abilities:__ _

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.

_Educational/Previous Experience Recommendations:_

High School Diploma or equivalent and zero to two (0-2) years of experience in the Trust, financial services, or banking industry.


An equivalent combination of experience, education, and/or training approved by Human Resources.



/_About Raymond James Trust:_/

/Raymond James Trust N.A. is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF) which provides financial services to individuals, corporations and municipalities./

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/Raymond James Trust N.A. began in 1992 as the Raymond James Trust Company in St. Petersburg, Florida. To better serve its clients outside of the southeastern U.S., the Raymond James Trust Company West was acquired (as Sound Trust Company) in 1993. Over the years, the two companies have grown to manage over $4 billion in assets in all 50 states. In 2007, Raymond James Trust Company successfully completed the rigorous application process to gain a national trust charter and changed its name to Raymond James Trust N.A./

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/Under its federal charter, Raymond James Trust N.A. may act as trustee, custodian, personal representative or agent to the trustee in a wide variety of trust and estate situations in every state of the U.S./

Job: *Operations

Organization: *Raymond James Trust Company Corp

Title: Trust Operations Representative

Location: FL-St. Petersburg-Saint Petersburg

Requisition ID: 1702582