Trust Operations Representative

About the role

Under general supervision, uses skills obtained through experience and training to complete assigned job responsibilities and projects consistent with RJ Trust Operations department policy and procedures. Projects and duties will vary widely based on department needs and priorities. Process a range of specialized and non-standard transactions that usually require some research or investigation.

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

• Principles, practices, and procedures of general office concepts and those that govern finance and/or securities industry and trust operations.
• Operations and systems of assigned functional area.
• Process flows within specific assigned functional area.
• Regulations for specific assigned functional area.

Skills

• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Identifying and resolving operational issues while identifying opportunities for improvement.
• Problem solving.

Qualifications

• General experience: 4 to 6 months.
• Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
• Use sound judgment in prioritizing tasks and responsibilities.
• Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.
• Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.
• Partner with other functional areas to accomplish objectives.
• Analyzing data to identify discrepancies.
• Work independently and collaboratively within a team environment, establishing and maintaining effective working relationships.

Benefits

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.

Schedule

Workstyle: Hybrid. Travel less than 25%.