Job description
Under limited direction from a senior level manager, uses specialized knowledge and skills obtained through experience, specialized training and/or certification to manage prudent investment of fiduciary and other discretionary assets held in Trust accounts while working in concert with Financial Advisors. Leads defined work/projects of moderate scope and complexity.
Essential Duties and Responsibilities:
Performs initial review of assets, and works with financial advisor in determining the proper asset allocation/investment objective, security type, and selection of investments. Performs annual reviews for trust accounts.- During annual review, identifies accounts that need action per investment policies. Works with financial advisor to resolve these matters.
- Attends client and Financial Advisor meetings to discuss investment of trust accounts as needed
- Attends and presents at monthly Trust Investment Committee meeting.
- Ensures portfolios are compliant with company policies and procedures.
- Oversees management of the RJ Trust Managed Mutual Fund Model portfolios.
- Review and if prudent, approve portfolio adjustments as suggested by the financial advisor.
- Manages projects through the lifecycle including planning, assigning, scheduling, monitoring and reviewing project activities, as well as evaluating individual performance upon project completion.
- Trains associates on the team to ensure consistency, accuracy and completion of projects.
- Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities:
Knowledge of:
Skill in:
Ability to:
Educational/Previous Experience Requirements:
Licenses/Certifications:
Knowledge, Skills, and Abilities:
Knowledge of:
Investment concepts, practices, and practices used in the securities industry.- Financial markets and products.
- Principles of estate planning, trusts and securities industry operations.
- Various security types.
- Investment management concepts as they pertain to trust accounts.
Skill in:
Preparing and delivering written and oral presentations.- Gathering and compiling information and data.
- Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to:
Attend to detail while maintaining a big picture orientation.- Interpret and apply policies and identify and recommend changes as appropriate.
- Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
- Work independently as well as collaboratively within a team environment.
- Establish and maintain effective working relationships, at all levels of the organization, including negotiating resources.
- Project a positive, professional image both internal and with external business contacts.
- Convey information clearly and effectively through both formal and informal documents.
Educational/Previous Experience Requirements:
Bachelor’s Degree (B.A.) in Finance, Business, Accounting or a related discipline and a minimum of three (3) to five (5) years of experience in Investments.
~or~
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications:
Series 7 and 63 Preferred.
Raymond James Guiding Behaviors
We expect our associates at all levels to:
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect 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
- Contribute to the continuous evolution of the firm
Job Trust Services
Primary Location US-FL-St. Petersburg-Saint Petersburg
Organization Raymond James Trust Company Corp
Schedule Full-time
Shift Day Job
Travel Yes, 10 % of the Time
Eligible for Discretionary Bonus Yes
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