Trust Officer - Settlement Onboarding
Raymond James
About this role
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.
Skills
Qualifications
Bachelor’s: AccountingBachelor’s: Business AdministrationBachelor’s: Finance
About Raymond James
rjcapitalmarkets.comN/A
Recent company news
About Raymond James
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
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Salary
$108k – $159k
per year