🇬🇧 SearchUKJobs.co.uk

Britain's Premier Job Portal

← Back to Jobs

Trust Operations Representative

Raymond James Financial, Inc. | Saint Petersburg, United States | Posted June 17, 2026

Position Overview

**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...

Ready to Apply?

Apply for this Position