Trust Operations Representative
Job in
Saint Petersburg, Pinellas County, Florida, 33747, USA
Listed on 2026-03-04
Listing for:
Raymond James Financial, Inc.
Full Time
position Listed on 2026-03-04
Job specializations:
-
Business
-
Administrative/Clerical
Job Description & How to Apply Below
* 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 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.
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