Trust Officer - Estate and Trust Settlement
Raymond James & Associates, Inc., Research Division(4 months ago)
About this role
A mid-level Trust and Estate professional within a financial services firm who applies specialized training and experience to oversee trust and estate settlement accounts. The role works under administrative direction, handles complex fiduciary and accounting matters, and liaises with senior management and internal stakeholders. It operates in a hybrid work model and contributes to relationship-building and governance activities across the organization.
Required Skills
- Trust Administration
- Estate Settlement
- Tax Planning
- Fiduciary Law
- Trust Accounting
- Client Relations
- Financial Analysis
- Investment Concepts
- Leadership
- Communication
+2 more
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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