Raymond James
A Trust and Estate Administrator manages trust and estate settlement accounts, facilitates onboarding processes, and provides tax planning and advisory services. The role involves interacting with clients, financial advisors, and internal teams to resolve complex issues and maintain compliance with regulations.
N/A
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Raymond James.
Raymond James didn’t post a salary, so this is our estimate from similar listings.
29% above the average for this role