Trust Administrative Review Officer

Job Description Summary

Under limited direction, uses specialized fiduciary knowledge and analytical skills obtained through experience, specialized training, or certification to perform comprehensive Initial and Annual Administrative Account Reviews for personal trust accounts in accordance with applicable Raymond James Trust policy and procedure, regulation, and corresponding statute(s).

The Trust Administrative Review Officer serves as a dedicated fiduciary oversight resource responsible for promoting consistency, quality, and risk management across the Trust Administration organization. By centralizing the Administrative Account Review process, this role enhances the quality and consistency of fiduciary administration, strengthens adherence to governing documents, applicable laws, regulations, and internal policies, and supports the identification and timely resolution of administrative risk.

The Trust Administrative Review Officer exercises delegated fiduciary authority to complete and approve Administrative Account Reviews, identify administrative exceptions, and provide recommendations to assigned Trust Officers regarding corrective actions and best practices. Through close partnership with Trust Officers and internal business partners, this role helps ensure administrative excellence while allowing client-facing Trust Officers to devote greater focus to advisor relationships, client service, fiduciary decision-making, and business development. The position contributes directly to Raymond James Trust's commitment to operational excellence, sound fiduciary governance, and an exceptional client and advisor experience.

Job Description

Job Description

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.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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