Hybrid Trust Officer - Estate & Trust Settlement Administration (Hybrid) na Raymond James Trust Company Corp

%3Cdiv class=%22block__cell block__field--wide-rich-text%22 data-bind=%22css: %24component.getBlockCellCss(%24data, 0)%22%3E%0A%3Cdiv id=%22descriptionExt-container%22 class=%22block__field--wide-rich-text%22 data-bind=%22attr: {id: %24data.name + %27-container%27,%0A class:(%0A %24data.displayType === %27InputTextArea%27) ? %27block__field--full-width%27 : %0A (%24data.displayType === %27InputRichText%27 || %24data.name === %27descriptionExt%27 || %24data.name === %27qualificationExt%27 ||%0A %24data.name === %27descriptionInt%27 || %24data.name === %27qualificationInt%27) ? %27block__field--wide-rich-text%27 :%0A %27block__field--edit%27}%22%3E%0A%3Cdiv id=%22descriptionExt-value%22 class=%22oj-form-control block__field-rtfValue %22 data-bind=%22attr: {id: %24data.name + %27-value%27, formFieldId: %24data.name},%0A html: %24component.getFieldValue(%24data)%22%3E%0A%3Cp%3EUnder administrative direction uses specialized knowledge and skills obtained through experience, specialized training or certification to administer trust and estate settlement accounts. 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.%3C/p%3E%0A%3Cp%3E%26nbsp;%3C/p%3E%0A%3Cp%3E%3Cstrong%3EEssential Duties and Responsibilities%3C/strong%3E:%3C/p%3E%0A%3Cp%3E%26nbsp;%3C/p%3E%0A%3Ctable class=%22Table%22 width=%22100%%22%3E%0A%3Ctbody%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EAdministers trust and estate settlements in accordance with statutes and regulations.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EParticipates 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.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EInteracts 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.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EInteracts with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EMay participate as a voting member of the Administrative Committee.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EExercises discretionary personal trust administrative authority as may be allowed by the Policies and Procedures.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EAssists New Business Development personnel and Financial Advisors in the sales process through personal meetings, conference calls and seminar events.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EAnswers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant topics.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EMay lead the work of others; coaches and mentors less experienced staff.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EDevelops and maintains strong relationships across all levels of the organization.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EReviews progress of assignments with executive leadership/management.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EPerforms other duties and responsibilities as assigned.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3C/tbody%3E%0A%3C/table%3E%0A%3C/div%3E%0A%3C/div%3E%0A%3C/div%3E%0A%3Cdiv class=%22block__cell block__field--wide-rich-text%22 data-bind=%22css: %24component.getBlockCellCss(%24data, 0)%22%3E%0A%3Cdiv id=%22qualificationExt-container%22 class=%22block__field--wide-rich-text%22 data-bind=%22attr: {id: %24data.name + %27-container%27,%0A class:(%0A %24data.displayType === %27InputTextArea%27) ? %27block__field--full-width%27 : %0A (%24data.displayType === %27InputRichText%27 || %24data.name === %27descriptionExt%27 || %24data.name === %27qualificationExt%27 ||%0A %24data.name === %27descriptionInt%27 || %24data.name === %27qualificationInt%27) ? %27block__field--wide-rich-text%27 :%0A %27block__field--edit%27}%22%3E%0A%3Cdiv class=%22oj-label-group%22%3E%26nbsp;%3C/div%3E%0A%3Cdiv id=%22qualificationExt-value%22 class=%22oj-form-control block__field-rtfValue %22 data-bind=%22attr: {id: %24data.name + %27-value%27, formFieldId: %24data.name},%0A html: %24component.getFieldValue(%24data)%22%3E%0A%3Cp%3E%26nbsp;%3C/p%3E%0A%3C/div%3E%0A%3C/div%3E%0A%3C/div%3E
%3Cp%3E%3Cstrong%3EKnowledge, Skills, and Abilities%3C/strong%3E:%3C/p%3E%0A%3Cp%3E%26nbsp;%3C/p%3E%0A%3Cp%3E%3Cstrong%3EKnowledge of%3C/strong%3E:%3C/p%3E%0A%3Cp%3E%26nbsp;%3C/p%3E%0A%3Ctable class=%22Table%22 width=%22100%%22%3E%0A%3Ctbody%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EBasic supervisory principals.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3ETrust Code of Florida or other applicable states.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EFinance and Accounting.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EBasic concepts, practices and procedures of income tax planning and preparation process.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EBasic concepts, principles and practices of Fiduciary laws and principles sufficient to administer personal trusts and estate settlements%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EFundamental investment concepts, practices and procedures used in the securities industry.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EPrinciples of banking and finance and securities industry operations.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EFinancial markets, products, financial advisory function and investment process.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3C/tbody%3E%0A%3C/table%3E%0A%3Cp%3E%26nbsp;%3C/p%3E%0A%3Cp%3E%3Cstrong%3ESkill in%3C/strong%3E:%3C/p%3E%0A%3Cp%3E%26nbsp;%3C/p%3E%0A%3Ctable class=%22Table%22 width=%22100%%22%3E%0A%3Ctbody%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EPersonal trust and estate administration.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EStrong interpersonal and leadership skills to provide a high level of customer service.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3ECultivating and maintaining effective working relationships at all levels of the organization.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EExcellent public presentation skills.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EOutstanding oral and written communication skills.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EDemonstrate uncompromising adherence to ethical principles.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EOperating standard office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3C/tbody%3E%0A%3C/table%3E%0A%3Cp%3E%26nbsp;%3C/p%3E%0A%3Cp%3E%3Cstrong%3EAbility to%3C/strong%3E:%3C/p%3E%0A%3Cp%3E%26nbsp;%3C/p%3E%0A%3Ctable class=%22Table%22 width=%22100%%22%3E%0A%3Ctbody%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EFunction in a professional office environment.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EDemonstrate 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.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EProvide efficient service to internal and external clients.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EIdentify training needs and coach/ mentor more junior staff.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EPartner with other functional areas to accomplish objectives.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EFacilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EAttend to detail while maintaining a big picture orientation.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EGather information, identify linkages and trends and apply findings to assignments.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EInterpret and apply policies and identify and recommend changes as appropriate.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EWork independently, make non-routine decisions and resolve complex problems.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3ECommunicate effectively, both orally and in writing, with all organizational levels.%26nbsp;Establish and maintain effective working relationships at all levels of the organization, including negotiation resources.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3C/tbody%3E%0A%3C/table%3E%0A%3Cp%3E%26nbsp;%3C/p%3E%0A%3Cp%3E%3Cstrong%3EEducational/Previous Experience Requirements%3C/strong%3E:%3C/p%3E%0A%3Cp%3E%26nbsp;%3C/p%3E%0A%3Ctable class=%22Table%22 width=%22100%%22%3E%0A%3Ctbody%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EBachelor%26rsquo;s Degree (B.A) and a minimum of four (4) years of personal trust administration experience%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EOR ~%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3Ctr%3E%0A%3Ctd valign=%22top%22%3E%0A%3Cul%3E%0A%3Cli class=%22ulli%22%3EAny equivalent combination of experience, education, and/or training approved by Human Resources.%3C/li%3E%0A%3C/ul%3E%0A%3C/td%3E%0A%3C/tr%3E%0A%3C/tbody%3E%0A%3C/table%3E%0A%3Cp%3E%26nbsp;%3C/p%3E%0A%3Cp%3E%3Cstrong%3ELicenses/Certifications%3C/strong%3E:%3C/p%3E%0A%3Cp%3E%26nbsp;%3C/p%3E%0A%3Cp%3E%26bull;%26nbsp;None Required.%3C/p%3E
*! Candidatar-se agora