- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, ... investment of fiduciary and other discretionary assets held in Trust accounts while working in concert with Financial Advisors....*Contribute to the continuous evolution of the firm At Raymond James - as part of our… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Role Summary** As the VP, AML Officer for the Raymond James Bank and Trust businesses, you will oversee and execute an anti-money laundering framework ... regulatory compliance. Additionally, this role oversees AML governance and operations functions for Bank & Trust . This...development and execution of the AML compliance program for Raymond James Bank & Trust … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary** Raymond James is seeking a strategic and experienced **Risk Management Director** to lead second line of defense risk oversight for **RJ Trust ... responsibilities as assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + Trust and fiduciary services operations , regulations, and risk exposures.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …various programs or account types. + Coordinates or facilitates training on the Raymond James platform; proactively shares best practices for navigating and ... and experience in industry operations in general. + Exceptional customer service skills. + Raymond James based systems and reports. + Raymond James … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Summary** Provides direction, leadership and support for assigned department in Operations . Implements business plans and ensures policies and procedures are ... have a broad understanding of the different areas of Operations . Contact with internal and external customers will be...(3) or more years' experience in financial services / operations including one (1) year as team lead or… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …obtained through experience and specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad scope and ... Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * Participates as a voting member of the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad scope and ... * Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * May participate as a voting member of the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …manage prudent investment of fiduciary and other discretionary assets held in Trust accounts while working in concert with Financial Advisors. Leads defined ... objective, security type, and selection of investments. Performs annual reviews for trust accounts. * During annual review, identifies accounts that need action per… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …capital and liquidity risk management, as well as regulatory reporting for a national trust bank and a state-chartered trust bank. This role requires expertise ... reviews with RJF Accounting to validate finalized financial statements for the Trust entities and to address questions related to transactional activity or reporting… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Establish and monitor robust internal control frameworks tailored to fiduciary operations , ensuring audit readiness and regulatory compliance. + Remain up to date ... compliance with accounting policies. + Direct tax compliance for tax-exempt trust clients, ensuring timely filings, minimizing risk, and aligning with evolving… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …at the St. Petersburg, FL Corporate Office location. **Job Summary:** As part of our Raymond James Trust System Engineering and Support Team, the Senior ... Business Analyst will act as a partner with the Trust business group and IT Partners to facilitate and...in working with various stakeholders of IT and Business Operations at senior level is required. + Experience with… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …external clients to verify their requests with a strong focus on building trust in the firm's capabilities to accurately support their transactions. * Resolve all ... * Basic office practices, procedures and methods. * Account types and industry operations in general. * Back office systems. **Skill in** * Strong communication,… more
