Trustee Job at Raymond James Financial
Under limited direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to manage the development and sale of new current fee and future fee personal trust accounts in a specific geographic area. Influences strategic direction and develops tactical plans with substantial latitude for un-reviewed actions or decisions. Provides comprehensive solutions to complex problems or needs. Extensive contact with internal and external customers, joint venture partners, potential partners and business contacts, and senior level management is required.
Essential Duties and Responsibilities:
- Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial Advisors with branch locations within a specified geographic region.
- Manages the sale of personal trust accounts to individuals who are not Raymond James affiliated Financial Advisors from any geographic region.
- Performs public speaking at seminars designed to train and educate professional tax and legal advisors, current and prospective clients, and Financial Advisors.
- Prepares sales illustrations, seminar outlines and other documentation used in the sales and marketing of trust services.
- Builds and maintains working relationships through communication and personal meetings with the client the Financial Advisor and the client’s professional legal and tax advisors.
- Supplies technical estate tax and estate planning information in response to Financial Advisor and client inquiries.
- Reviews trusts, wills and other documents to determine whether the company can serve in a fiduciary capacity.
- Plans and executes an efficient and extensive personal travel schedule generally exceeding 70% of this individual’s time.
- Plans, assigns, monitors, reviews, evaluates and leads the work of assigned staff.
- May perform human resource management activities, including coaching and mentoring subordinates, identifying performance problems and seeking guidance for remedial action and participating in interviewing and selecting staff.
- May coach and mentor subordinates and identifies training needs and create development plans.
- Establishes objectives and develops processes and procedures for subordinates to ensure efficient and timely work flow.
- Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities:
Knowledge, Skills, and Abilities:
Knowledge of:
- IRS Gift and Estate Tax Code laws, Uniform Principal and Income Act (UPAIA), and general Trust Laws, rules and regulations.
- Advanced concepts, practices and procedures of income tax planning and preparation process.
- Advanced concepts, principles and practices of personal trust administration process.
- 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.
- Broad knowledge of Finance and Accounting.
- Basic management and supervisory principles.
Skill in:
- Excellent 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.
Ability to:
- Proven ability to sell trust services.
- 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.
- Perform human resource management activities.
- Identify training needs and coach/ mentor more junior staff.
- 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.
- Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes.
- 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, including senior management.
- Lead meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes.
- Establish and maintain effective working relationships at all levels of the organization, including negotiation resources.
Educational/Previous Experience Requirements:
- Bachelor’s Degree (B.A.) in business, finance or related discipline and a minimum of ten (10) years of experience with personal trust accounts in a sales or business development capacity with prior management/leadership responsibilities.
~or~
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications:
- None required.
Raymond James Guiding Behaviors
We expect our associates at all levels to:
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
Job Trust Services
Primary Location US-Illinois
Other Locations US-Indiana, US-Ohio, US-Michigan, US-Minnesota, US-Iowa, US-Missouri, US-Kentucky, US-Wisconsin
Organization Raymond James Trust Company Corp
Schedule Full-time
Shift Day Job
Travel Yes, 75 % of the Time
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