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Trust Operations Representative

Company

Raymond James Financial, Inc.

Location

Saint Petersburg, United States

Type

Full-time

**Essential Duties and Responsibilities:**

+ Performs a variety of transactions on Trust accounts including account maintenance, pricing, trade posting, corporate re-organization, disbursements, transfers, wires, deposits, fees, dividends and daily department balancing.
+ Researches and provides resolution on advanced and more complex business issues
+ Serves as a back-up in cross-functional responsibilities during absences.
+ Identifies and helps to resolve systemic and operational issues.
+ Assists in special projects.
+ Maintains a variety of data files and records.
+ Monitors and processes transaction requests as well as incoming documents.
+ Provides training to other team members.
+ Operates standard office equipment and uses required software applications.
+ Performs other duties and responsibilities as assigned.

**Knowledge of:**

+ Principles, practices, and procedures of general office concepts and those that govern finance...

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