Raymond James Financial, Inc

Trust Officer

Raymond James Financial, Inc$75K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years in estate and trust industry required
  • Experience managing estate, trust, and power of attorney accounts preferred
  • Proficient in working with high-net-worth (HNW) clients and advisors
  • Strong communication skills for collaboration
  • Critical thinking and analytical abilities essential
  • Deep knowledge of estates, trusts, and property laws required
  • University degree in a related field needed
  • STEP or MTI designation is a plus

Responsibilities

  • Administer estate, trust, and power of attorney accounts accurately and professionally
  • Resolve client and partner inquiries efficiently
  • Exercise discretion as per client documents
  • Collaborate with Compliance, Operations, and Legal teams to address account issues
  • Engage in audit activities as necessary
  • Participate in decision reviews for discretionary actions
  • Contribute to policy and procedure development
  • Forge strategic relationships with COIs for HNW client benefits

Benefits

  • Flexible work options offered
  • Health benefits included
  • RRSP matching program available
  • Employee stock purchase plan offered
  • Paid time off and volunteer days provided
  • Tuition reimbursement support
  • Promotion of internal advancement
  • Encouragement of community involvement
Full Job Description
Trust Officer

How does this role impact the organization?

Working within the Trust Services Team, the Trust Officer will report to the AVP, Trust Services. You are a goal-oriented team player capable of managing a book of estate and trust accounts, while serving as a role model to the Trust Administrators on the team. You will ensure the ongoing delivery of premium service to our partners and their clients while simultaneously building and maintaining strong relationships with your internal RJL and external COI partners.

What will your role be responsible for?

  • Responsible for the delivery and oversight of timely, accurate, and professional administration of estate, trust, and power of attorney accounts (both fiduciary and agency);
  • Take ownership and demonstrate accountability for efficient resolution of client and partner inquiries and concerns;
  • Exercise discretion afforded in the will, trust agreement, or power of attorney documents for clients where STC has been granted authority;
  • Collaborate with Compliance, Operations, Legal and other related lines of business to resolve system, administrative, risk management and legal issues related to account administration;
  • Participate in audit activities including business line oversight, internal audit, and regulatory audits and examinations where required;
  • Contribute to the review and discussion of discretionary decisions on behalf of STC;
  • Participate in the creation, modification, and implementation of policies and procedures where required;
  • Build strategic relationships with COIs including lawyers, accountants, and financial advisors with a goal of enhancing their knowledge and willingness to work in collaboration with our trust business for the benefit of their HNW clients; and
  • Other duties and projects as assigned.


What can you expect from us?

Our most important investment is in people. Upon eligibility, RJL offers flexible workstyles, a competitive compensation, and benefits package. Our benefits range from health benefits, RRSP matching program, employee stock purchase plan, paid time off, volunteer days, discretionary bonuses, tuition reimbursement, and many more! We also support internal promotion and community involvement.

Qualifications:

What do we expect from you?

  • Minimum 3 years of estate and trust industry experience;
  • Preference given to experience managing estate, trust, and power of attorney accounts;
  • Experience working with HNW clients and their wealth advisors;
  • Strong communication skills and ability to work collaboratively and independently;
  • Exceptional critical thinking and analytical skills to identify and resolve diverse, complex, and ambiguous issues in a timely and practical manner;
  • In-depth knowledge of estates, trusts, and powers of attorney for property laws;
  • University degree in related field;
  • STEP or MTI designation would be an asset; and
  • Intra-provincial travel may occasionally be required.


We encourage 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; and
  • Contribute to the continuous evolution of the


Salary Range: $75,000 - 110,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

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
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ

Similar Jobs

More Jobs at Raymond James Financial, Inc

More Finance & Insurance Jobs

Find similar Trust Officer jobs: