Trust Officer - Estate and Trust Settlement
Raymond James & Associates, Inc., Research Division(14 days ago)
About this role
The role involves administering trust and estate settlement accounts, providing expert guidance on tax planning, and interacting with clients and financial advisors to facilitate personal trust and estate processes. It also includes mentoring staff and maintaining strong organizational relationships.
Required Skills
- trust accounting
- Estate Planning
- Tax Planning
- Client Relations
- Fiduciary Laws
- Financial Advisory
- Fund Management
- Investment Concepts
- Communication Skills
- Leadership
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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