Associate Trust Officer - Estate &… at Raymond James… · Location…

• 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.