Trust Clerk jobs in Saint Petersburg, FL

Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)

Recently Added Trust Clerk jobs

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Portfolio Analyst - Raymond James Trust
  • Raymond James Financial, Inc.
  • Saint Petersburg, FL FULL_TIME
  • Portfolio Analyst - Raymond James Trust-2401460

    Description

    Job Summary:

    Assist the Portfolio Management Group (PMG) team in managing and expanding on new and existing (PMG) trust relationships. Offers investment management, trust and other (PMG) services, based on the needs of the client. Works within a team environment in supporting the discretionary investment management of those relationships and plays an integral role to the team.

    Essential Duties and Responsibilities:

    • Assist in the management of client relationships under the direction of Senior Portfolio Managers.
    • Assists Trust Administrators & Portfolio Managers in managing client relationships and client retention.
    • Conducts Investment research and analysis around all aspects of the investment offering utilizing various resources.
    • Supports the implementation of a holistic investment strategy in conjunction with the PMG team.
    • Prepares performance reports & investment reviews.
    • Works closely with the prospective client’s advisors, including attorneys, CPA’s, insurance professionals and others as needed.
    • Is an integral member of the RJT investment department and takes on other duties from time to time to assist with projects and tasks related to the trust company’s investment offering.
    • Participation on RJT committees or sub-committees may be required.
    • Performs other duties and responsibilities as assigned.

    Qualifications

    Knowledge, Skills, and Abilities:

    Knowledge of:

    • Software necessary for portfolio analysis including Excel, Word, PowerPoint, and Trust accounting software as well as analytics used in the industry.
    • Investment concepts, practices and procedures used in the industry.
    • Principles of estate planning, trusts and securities industry operations.
    • Financial markets and products.

    Skill in:

    • Effectively managing client relationships.
    • Strategic planning as part of client retention focus.
    • Gathering and compiling information and data.
    • Preparing and delivering written and oral presentations.
    • Operating standard office equipment and using required software applications.

    Ability to:

    • Complete job duties independently, with little supervision.
    • Partner with other functional areas to accomplish objectives.
    • Communicate effectively, both orally and in writing.
    • Provide a high level of service
    • Establish and maintain effective working relationships at all organizational levels.
    • Participate in professional organizations and activities.
    • Maintain currency in industry services and products.
    • Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment.

    Educational/Previous Experience Requirements:

    • Bachelor’s Degree (B.A.) in related field from a four-year college or university with three (3) to five (5) years in financial services environment in investment related activities.
    ~or~
    • Any equivalent combination of education, experience and/or training approved by Human Resources.

    Licenses/Certifications:

    • Series 7 preferred.
    Anticipation of earning licenses or designations may be required as needed.

    Raymond James Guiding Behaviors
    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.
    Job Trust Services
    Primary Location US-FL-St. Petersburg-Saint Petersburg
    Organization Raymond James Trust Company Corp
    Schedule Full-time
    Shift Day Job
    Travel No

    Eligible for Discretionary Bonus Yes
    #LI-TG1
  • 5 Days Ago
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Account Executive
  • GULF COAST BANK & TRUST
  • Petersburg, FL FULL_TIME
  • DescriptionSummaryThe Account Executive is responsible for managing all aspects of an assigned portfolio of transportation (i.e. commercial trucking) clients ensuring these client relationships meet m...
  • 3 Days Ago
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S
Grocery Clerk
  • Sprouts Farmers Market
  • Seminole, FL PART_TIME
  • OverviewDo you like to work in different areas with different products? Do you enjoy learning about different aspects of a grocery store such as receiving, stocking, and product knowledge? Do you have...
  • 2 Days Ago
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Grocery clerk
  • Sprouts
  • Seminole, FL FULL_TIME
  • Overview Do you like to work in different areas with different products? Do you enjoy learning about different aspects of a grocery store such as receiving, stocking, and product knowledge? Do you hav...
  • 2 Days Ago
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Shipping clerk
  • NES Fircroft
  • Seminole, FL FULL_TIME
  • Job Posting Title : Â Â Inventory Shipping Clerk III Description : Â Â Work location : Seminole, TX We are looking for an experienced individual to fill the position of Inventory & Warehouse Analyst w...
  • 5 Days Ago
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T
Title clerk
  • The TKO Group
  • Seminole, FL FULL_TIME
  • We are a growing private automotive group throughout Florida, Georgia, Louisiana and North Carolina with strong community ties and values. We are always looking for bright, motivated, and energetic pr...
  • 8 Days Ago
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0 Trust Clerk jobs found in Saint Petersburg, FL area

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Accounting Administrative Support
  • DUNEDIN FLOORS AND GRANITE
  • Dunedin, FL
  • Job Description Job Description We are looking for a responsible Administrative Assistant to perform a variety of accoun...
  • 5/3/2024 12:00:00 AM
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S
Administrative Support Specialist / FT + 100% Work From Home>
  • Salt
  • Largo, FL
  • [Office Assistant / Data Entry / Remote] - Anywhere in U.S. / up to $24.07-hr. / 401(k)-Dental-Health-PTO-Vision - As an...
  • 5/2/2024 12:00:00 AM
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S
Administrative Support Specialist / FT + 100% Work From Home>
  • Salt
  • Clearwater, FL
  • [Office Assistant / Data Entry / Remote] - Anywhere in U.S. / up to $24.07-hr. / 401(k)-Dental-Health-PTO-Vision - As an...
  • 5/2/2024 12:00:00 AM
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S
Administrative Support Specialist / FT + 100% Work From Home>
  • Salt
  • Tampa, FL
  • [Office Assistant / Data Entry / Remote] - Anywhere in U.S. / up to $24.07-hr. / 401(k)-Dental-Health-PTO-Vision - As an...
  • 5/2/2024 12:00:00 AM
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S
Administrative Support Specialist / FT + 100% Work From Home>
  • Salt
  • Palmetto, FL
  • [Office Assistant / Data Entry / Remote] - Anywhere in U.S. / up to $24.07-hr. / 401(k)-Dental-Health-PTO-Vision - As an...
  • 5/2/2024 12:00:00 AM
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D
Medical Office Clerk
  • Doctors Office
  • Tampa, FL
  • Job Description Job Description URGENTLY HIRING! Medical Office in TAMPA,FL is in need of a multi-skilled employee. We a...
  • 5/1/2024 12:00:00 AM
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P
Claims Administrative Support Specialist - Intermediate
  • Progressive Corp.
  • Tampa, FL
  • Claims Administrative Support Specialist - Intermediate **Job Number** : 189978 As a **claims administrative support spe...
  • 5/1/2024 12:00:00 AM
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P
Office Clerk for Plumbing
  • Plumbco Plumbing Solutions
  • Sarasota, FL
  • Job Description Job Description Looking for office staff for growing company not limited to answer phone calls schedulin...
  • 4/29/2024 12:00:00 AM
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About Saint Petersburg, Florida

St. Petersburg is a city in Pinellas County, Florida, United States. As of the 2015 census estimate, the population was 257,083, making it the fifth-most populous city in Florida and the largest in the state that is not a county seat (the city of Clearwater is the seat of Pinellas County). St. Petersburg is the second-largest city in the Tampa Bay Area, after Tampa. Together with Clearwater, these cities comprise the Tampa–St. Petersburg–Clearwater Metropolitan Statistical Area, the second-largest in Florida with a population of around 2.8 million. St. Petersburg is located on the Pinellas pen...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$34,269 to $40,911
Saint Petersburg, Florida area prices
were up 1.1% from a year ago
View detail

What does a Trust Clerk do?

Trust Clerk in Lebanon, PA
If the minor would like to request their trust fund by mail, the minor has to complete the acknowledgment form in front of a notary and mail this document along with the original birth certificate, a copy of their current state ID or current school ID and copy of their Social Security card.
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Is being a "TRUST-VAULT CLERK" your very best career choice.
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Based on our compensation data, the estimated salary potential for Trust Clerk will increase 16 % over 5 years.
February 22, 2020