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Trust Officer - Estate & Trust Settlement

at Raymond James

Mid LevelNo visa sponsorshipOther

Posted 21 hours ago

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Compensation

Not specified

Currency: Not specified

City

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Country

United States

**Trust Officer - Estate & Trust Settlement (3+ Years of Fiduciary Experience)** Serve as a Trust Officer, managing estate settlement processes. Key responsibilities include meticulous administration of trusts, interpretable communication with beneficiaries, and proactive problem-solving. Leverage fiduciary knowledge (REITs, ETFs, alternative investments) to direct portfolio investments. Experience with trust accounting software, fiduciary regulatory compliance, and estate settlement procedures needed. Proven track record of maintaining confidential relationships and handling sensitive client data.