Trust Officer jobs in Portsmouth, NH
Recently Added Trust Officer jobs
Trust Officer
- Raymond James Financial, Inc.
-
Portsmouth, NH
FULL_TIME
-
Trust Officer-2401262Description
Job Summary:
Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training and/or certification to administer trusteed IRA programs. Leads defined work or projects of broad scope and complexity. Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, and resolve account level issues and provide comprehensive solutions to complex problems or needs.
Essential Duties and Responsibilities:
- Administers trusteed IRAs in accordance with statutes and regulations.
- Interacts with Financial Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes.
- Interacts with beneficiaries, their advisors and Financial Advisors in the trusteed IRA administration process.
- May participate as a voting member of various committees.
- Exercises discretionary trust administrative authority as may be allowed by the Policies and Procedures.
- Proactively applies potential estate, gift, GSTT and income tax rules, changes and consequences applicable to book of accounts with supervisory interaction and support.
- Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant topics.
- Develops and maintains strong relationships across all levels of the organization.
- Reviews progress of assignments with executive leadership/management.
- Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities:Knowledge of:- Knowledge of IRA administration and governance practices.
- Understanding of trust administrative concepts, including state law differences
- Trust Code of New Hampshire and/or other applicable states.
- Finance and Accounting.
- Concepts, practices, and procedures of income tax.
- Concepts, principles and practices of Fiduciary laws and principles sufficient to administer trusteed IRAs.
- 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.
- Directed Trust administration experience is desired.
Skill in:- IRA governance and personal and directed 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.
- 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.
- Deliver unpopular messages to financial advisors and clients while maintaining positive and effective relationships
- Establish and maintain effective working relationships at all levels of the organization, including negotiation resources.
Educational/Previous Experience Requirements:Bachelor’s Degree (B.A) and a minimum of four (4) years of personal trust and IRA administration experience~or~- Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications:- None Required.
Raymond James Guiding BehaviorsAt 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 ServicesPrimary Location US-NH-Portsmouth-PortsmouthOrganization Raymond James Trust Company CorpSchedule Full-timeShift Day JobTravel Yes, 10 % of the TimeEligible for Discretionary Bonus Yes#LI-TG1 - Administers trusteed IRAs in accordance with statutes and regulations.
- 9 Days Ago
Employment Coach - HMP Highpoint
- The Forward Trust
-
Newmarket, NH
OTHER
- Overview Prison Employment Coach/ IAG Adviser HMP High Point (Suffolk) Starting Salary: £23K - £26K (depending on experience) The Forward Trust is a fast growing Matrix Standard accredited, Informatio...
- 4 Days Ago
Support administrator
- Salisbury NHS Foundation Trust
-
Salisbury, MA
FULL_TIME
- Job summary To assist in providing a comprehensive secretarial and administrative service to the medical and nursing team within the Department of Sexual Health, taking down and distributing minutes a...
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Assistant team leader
- Salisbury NHS Foundation Trust
-
Salisbury, MA
FULL_TIME
- Job summary Histopathology is the diagnosis and study of diseases in organs and tissues. You don't need laboratory experience but will have previously led, organised, or supervised a team of people. M...
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Senior Universal Banker/Senior Client Advisor
- Cambridge Trust Company
-
Stratham, NH
FULL_TIME
- $2,000 Sign On Bonus! Limited Saturday Hours Summary: Supports the Stratham, New Hampshire in proactively developing new business opportunities and deepening relationships with existing clients in ord...
- 4 Days Ago
Universal Banker
- Cambridge Trust Company
-
Stratham, NH
FULL_TIME
- Client Advisor/Universal Banker Cambridge Trust Company Do you want to use your hospitality, retail, or internship experience to start a career in Banking? If you have a growth mindset combined with...
- 1 Month Ago
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0 Trust Officer jobs found in Portsmouth, NH area
Reporting Analyst
- Lake Street Advisors
-
Portsmouth, NH
- Job Description Lake Street Advisors Portsmouth, NH or Boston, MA (Hybrid) We're looking for a bright and motivated Repo...
- 4/23/2024 12:00:00 AM
Senior Global Talent Mobility Advisor, Remote (US)
- Liberty Insurance Pte Ltd
-
Dover, NH
- Job Description Job Description Description Acts as a trusted advisor and senior mobility professional, understanding st...
- 4/23/2024 12:00:00 AM
Senior Trust Officer
- Cambridge Trust Company
-
Manchester, NH
- Summary: Oversees general administration of client relationships and performs wide variety of responsibilities related t...
- 4/22/2024 12:00:00 AM
Private Client Financial Advisor - Beverly, MA
- Citizens
-
Gloucester, MA
- Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are c...
- 4/22/2024 12:00:00 AM
Private Client Financial Advisor - Beverly, MA
- Citizens
-
Beverly, MA
- Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are c...
- 4/22/2024 12:00:00 AM
Field Service Technical Specialist
- Chart Industries
-
Exeter, NH
- Field Service Technical Specialist **Location:** Work From Home, XX - Home Office, United States, n/a **Company:** Chart...
- 4/22/2024 12:00:00 AM
Customer Relationship Manager
- Centripetal Networks Inc.
-
Portsmouth, NH
- ****Thank you for visiting our careers page.**** **Centripetal is looking for smart, talented and passionate individuals...
- 4/22/2024 12:00:00 AM
Retail Sales Associate - Part-time (Peabody)
- Met Cap Management LLC
-
Peabody, MA
- Job Type Part-time Description Be You, Be AMAZING! Amazing Intimate Essentials has proudly served the New England area f...
- 4/22/2024 12:00:00 AM
About Portsmouth, New Hampshire
Portsmouth is a city in Rockingham County, New Hampshire, United States. As of the 2010 census it had a population of 21,233, and in 2017 the estimated population was 21,796. A historic seaport and popular summer tourist destination on the Piscataqua River bordering the state of Maine, Portsmouth was formerly the home of the Strategic Air Command's Pease Air Force Base, since converted to Portsmouth International Airport at Pease.
According to the United States Census Bureau, the city has a total area of 16.8 square miles (43.6 km2), of which 15.6 square miles (40.5 km2) is land and 1.2 square...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Officer jobs
$79,614 to $113,385
Portsmouth, New Hampshire area prices
were up 1.4% from a year ago
were up 1.4% from a year ago