Trust Administrative Review Officer - Full-time

**Essential Duties and Responsibilities** + Completes Initial and Annual Administrative Account Reviews in accordance with Raymond James Trust Administrative Account Review Policy and Procedure and other applicable internal policies + Exercises delegated fiduciary authority to review and approve Administrative Account Reviews within established authority levels. + Evaluates trust accounts for compliance with governing documents, fiduciary standards, applicable statutes, regulations, and internal policies and procedures. + Identifies administrative exceptions, operational risks, documentation deficiencies, and policy exceptions, recommending appropriate corrective action to assigned Trust Officers. + Documents review findings thoroughly, accurately, and consistently within designated trust administration systems. + Partners with Trust Officers to resolve review findings and ensure timely completion of corrective actions. + Provides recommendations regarding fiduciary administration, account documentation, account maintenance, and policy compliance. + Reviews trust account activity to ensure required administrative actions have been completed and documented appropriately. + Serves as a subject matter resource regarding Administrative Account Review requirements, policy interpretation, and review methodology. + Promotes consistency by identifying trends, recurring issues, and opportunities for process improvement. + Maintains current knowledge of fiduciary laws, trust administration practices, regulatory expectations, and Raymond James Trust policies and procedures. + Assists with preparation of discretionary distribution request documentation on behalf of Trust Officers, as workload permits. + Develops strong working relationships with Trust Officers, Risk, Compliance, Legal, Tax, Operations, and other internal partners. + May mentor less experienced associates regarding Administrative Account Review standards and best practices. + Reviews progress of assignments with executive leadership and management. + Performs other duties and responsibilities as assigned. **Knowledge of** + Knowledge of fiduciary administration principles, trust laws, fiduciary risk management, trust accounting systems, fiduciary governance, estate planning fundamentals, finance and accounting, and internal policies and procedures. + Skill in performing detailed fiduciary administrative reviews, applying policy consistently, identifying operational and fiduciary risk, analytical problem solving, written documentation, prioritization, collaboration, and trust accounting systems. + Ability to interpret governing documents, exercise sound judgment, identify administrative risk, communicate effectively, manage competing priorities, maintain exceptional attention to detail, and work independently. + Trust Code of Florida or other applicable states. + Finance and Accounting. + Basic concepts, practices and procedures of income tax planning and preparation process. + Basic concepts, principles and practices of Fiduciary laws and principles sufficient to administer personal trusts + 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. **Skill in** + Personal 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. **Ability to** + 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. + 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. + 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. + Establish and maintain effective working relationships at all levels of the organization, including negotiation resources.