Raymond James Financial, Inc

Senior Private Wealth Trust Officer

Raymond James Financial, Inc • $90K — $120K *
Saint Petersburg, FL 33710In-Person
Finance & Insurance
Less than 5 years of experience
2 weeks ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Business Administration, or Finance.
  • 3-6 years of relevant experience in personal trust administration.
  • Specialized knowledge and skills in managing complex trust accounts for high-net-worth clients.
  • Strong interpersonal and leadership skills for effective customer service.
  • Excellent oral and written communication abilities.

Responsibilities

  • Administers personal trust accounts while ensuring compliance with regulations.
  • Participates in income tax planning and explains tax matters to associated parties.
  • Collaborates with Financial Advisors to define objectives and manage asset allocation.
  • Acts as a resource for beneficiaries and their advisors during trust administration.
  • May serve as a voting member of the Trust Administrative Committee.
  • Mentors and leads less experienced staff in trust administration processes.
  • Develops and maintains relationships across organizational levels to enhance collaboration.

Benefits

  • Medical, dental, and vision insurance options.
  • Life and critical illness insurance coverage.
  • Disability benefits for added security.
  • Retirement savings plan with company match.
  • Paid time off including vacation, holidays, and sick leave.
Full Job Description
Job Description Summary
Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training or certification to administer personal trust accounts of varying complexity for high-net-worth and ultra-high-net-worth clients. Leads defined work or projects of broad scope and complexity. Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, and resolve accounting issues and provide comprehensive solutions to complex problems or needs.

Job Description

Job Description

Essential Duties and Responsibilities
  • Administers personal trust accounts in accordance with statutes and regulations.
  • Participates in the income tax planning and preparation process, performs such tax planning functions as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties.
  • Interacts with Financial Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes.
  • Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process.
  • May participate as a voting member of the Trust Administrative Committee.
  • Exercises discretionary personal trust administrative authority as may be allowed by the Policies and Procedures.
  • Assists New Business Development personnel and Financial Advisors in the sales process through personal meetings, conference calls and seminar events.
  • Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant topics.
  • May lead the work of others; coaches and mentors less experienced staff.
  • Develops and maintains strong relationships across all levels of the organization.
  • Reviews progress of assignments with executive leadership/management.
  • Performs other duties and responsibilities as assigned.


Skill in
  • Personal trust administration for high-net-worth and ultra-high-net-worth clients.
  • Strong interpersonal and leadership skills to provide a high level of customer service.
  • Cultivating and maintaining effective working relationships at all levels of the organization.
  • Excellent public presentation skills.
  • Outstanding oral and written communication skills.
  • Demonstrate uncompromising adherence to ethical principles.
  • Operating standard office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.


Ability to
  • Function in a professional office environment.
  • Demonstrate efficiency and flexibility in performing detailed transactional tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
  • Provide efficient service to internal and external clients.
  • Identify training needs and coach/ mentor more junior staff.
  • Partner with other functional areas to accomplish objectives.
  • Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
  • Attend to detail while maintaining a big picture orientation.
  • Gather information, identify linkages and trends and apply findings to assignments.
  • Interpret and apply policies and identify and recommend changes as appropriate.
  • Work independently, make non-routine decisions and resolve complex problems.
  • Communicate effectively, both orally and in writing, with all organizational levels.
  • Establish and maintain effective working relationships at all levels of the organization, including negotiation resources.


Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance

Work Experience
General Experience - 3 to 6 years

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.

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Finance & Insurance
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ
RJF
* Ladders Estimates

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