Specialty Assets Trust Associate
Raymond James Financial, Inc.
**Essential Duties and Responsibilities**
+ Maintain accurate databases for mineral/oil/gas interests, promissory notes, mortgage notes, and closely held business assets.
+ Facilitate and coordinate asset transfer processes across all asset types.
+ Perform non-routine administrative tasks, escalating only the most complex issues when necessary.
+ Schedule, track, and report key departmental information.
+ Collect and prepare data for reports, budgets, and variance analyses.
+ Compile information from multiple sources into cohesive, comprehensive reports.
+ Assist with the preparation, review, and auditing of reports.
+ Conduct research and investigations on complex matters and prepare supporting analyses.
+ Provide guidance or training to lower-level employees as required.
+ Develop processes and monitor adherence to policy, standards, and procedures
+ Collaborate with internal and external parties to obtain valuations for all assets.
**Knowledge of:**
+ Standard office practices, procedures, and methods.
+ Basic mathematical calculations.
+ Basic understanding of Microsoft Excel.
**Skilled in:**
+ Organizational and time management abilities.
+ Use of standard office equipment and software.
+ Interpreting and applying policies and procedures.
+ High level of detail orientation.
**Ability to:**
+ Build strong working relationships.
+ Coach others.
+ Communicate clearly in writing and verbally.
+ Work effectively under pressure.
**Preferred Education & Experience**
+ High school diploma or equivalent and 2–5 years of office or customer service experience, preferably within Specialty Asset administration, such as mortgage and promissory notes and closely held businesses.
+ Or an equivalent combination of education, experience, and training.
**Licenses/Certifications**
+ None required.
**Travel Requirements**
+ Travel: None.
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