Trust Officer - Raymond James

Administers trusteed IRAs in accordance with statutes and regulations.

Interacts with Financial Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes.

Interacts with beneficiaries, their advisors and Financial Advisors in the trusteed IRA administration process.

May participate as a voting member of various committees.

Exercises discretionary trust administrative authority as may be allowed by the Policies and Procedures.

Proactively applies potential estate, gift, GSTT and income tax rules, changes and consequences applicable to book of accounts with supervisory interaction and support.

Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant topics.

Develops and maintains strong relationships across all levels of the organization.

Reviews progress of assignments with executive leadership/management.

Performs other duties and responsibilities as assigned.

Understanding of trust administrative concepts, including state law differences

Trust Code of New Hampshire and/or other applicable states.

Finance and Accounting.

Concepts, practices, and procedures of income tax.

Concepts, principles and practices of Fiduciary laws and principles sufficient to administer trusteed IRAs.

Fundamental investment concepts, practices and procedures used in the securities industry.

Principles of banking and finance and securities industry operations.

Financial markets, products, financial advisory function, and investment process.

Directed Trust administration experience is desired.

IRA governance and personal and directed trust administration.

Strong interpersonal and leadership skills to provide a high level of customer service.

Cultivating and maintaining effective working relationships at all levels of the organization.

Excellent public presentation skills.

Outstanding oral and written communication skills.

Demonstrate uncompromising adherence to ethical principles.

Operating standard office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.

Function in a professional office environment.

Demonstrate efficiency and flexibility in performing detailed transactional tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.

Provide efficient service to internal and external clients.

Partner with other functional areas to accomplish objectives.

Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.

Attend to detail while maintaining a big picture orientation.

Gather information, identify linkages and trends and apply findings to assignments.

Interpret and apply policies and identify and recommend changes as appropriate.

Work independently, make non-routine decisions and resolve complex problems.

Communicate effectively, both orally and in writing, with all organizational levels.

Deliver unpopular messages to financial advisors and clients while maintaining positive and effective relationships

Establish and maintain effective working relationships at all levels of the organization, including negotiation resources.