Associate Trust Officer - Estate & Trust Settlement
Raymond James & Associates, Inc., Research Division(5 days ago)
About this role
The role involves administering personal trust, estate, and custody accounts, ensuring compliance with legal and fiduciary principles. It requires interpreting trust documents, managing account administration, and working closely with clients and financial professionals to meet their financial objectives.
Required Skills
- Trust Administration
- Estate Planning
- Tax Law
- Trust Accounting
- Customer Service
- Financial Analysis
- Legal Compliance
- Microsoft Office
- Asset Management
- Client Communication
Qualifications
- Bachelor’s in Accounting
- Bachelor’s in Business Administration
- Bachelor’s in Finance
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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