Raymond James & Associates, Inc., Research Division

Senior Private Wealth Trust Officer

Raymond James & Associates, Inc., Research Division(1 month ago)

HybridFull TimeMedior$80,507 - $107,704 (estimated)Wealth Management
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About this role

A Trust Administrator at Raymond James specializes in administering personal trust accounts for high-net-worth and ultra-high-net-worth clients. The role applies specialized training and experience to manage complex trust matters, collaborate with senior leadership, and support client-facing functions across the firm.

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Required Skills

  • Trust Administration
  • Tax Planning
  • Estate Planning
  • Trust Accounting
  • Client Relations
  • Investment Review
  • Relationship Management
  • Communication
  • Presentation Skills
  • Leadership

+2 more

Qualifications

  • BS in Accounting
  • BS in Business Administration
  • BS in Finance

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