Real Estate Trust Assistant
Raymond James Financial, Inc.
**Essential Duties and Responsibilities:**
+ Maintains current database of real estate assets.
+ Facilitates and coordinates the asset transfer process for real estate.
+ Ensures new, incoming trust real estate files are complete and accurate.
+ Facilitates outsource relationships regarding real estate administration.
+ Consults with Trust Officers, Business Development Officers, and Financial Advisors on the transfer and retention of real estate.
+ Serves as a liaison during regulatory exams and account file management.
+ Monitors and takes action with respect to accounts as required.
+ Serves as a liaison during internal and external audits.
+ Maintains regular contact with manager and other internal or external customers or clients.
+ Schedules, reports and tracks information for the department.
+ Collects data for preparation of various reports, budgets, and variance analyses.
+ Complies data for reports and collates into a single report.
+ Assists in preparing, reviewing, or auditing reports.
+ May assist in orienting and training lower level employees.
+ Assists with complex research and investigation.
+ Performs other duties and responsibilities as assigned.
**Knowledge of:**
+ Basic concepts, principles and practices of real estate, as well as the liability and risks associated such assets.
+ Basic office practices, procedures and methods.
+ Basic mathematical calculations.
+ Company’s working structure, internal policies, mission, and strategies.
**Skill in:**
+ Interpreting and applying policies and procedures.
+ Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
+ Promoting effective coordination between multiple work groups and functional areas.
+ Detail orientation to ensure quality standards are met without impairing workflow.
+ Communicating both orally and written.
+ Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.
**Ability to:**
+ Effectively balance the conflicting requirements of clients, beneficiaries, account guidelines, compliance and government regulations.
+ Learn required Trust accounting system software and applicable applications.
+ Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
+ Pay close attention to detail to maintain accuracy on completed work.
+ Establish and maintain effective working relationships at all levels of the organization.
+ Work independently as well as collaboratively within a team environment.
+ Identify required tasks, develop timelines and execute.
+ Project a positive, professional image both internal and with external business contacts.
+ Convey information clearly and effectively through both formal and informal documents.
+ Communicate effectively, both orally and in writing.
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