Raymond James · 8 hours ago
Real Estate Trust Assistant
St. Petersburg, FL
Full-time
Hybrid
New Grad, Entry Level
0+ years expRaymond James is a financial services company seeking a Real Estate Trust Assistant to facilitate the transfer and maintenance of real estate assets within trust accounts. The role involves providing advanced administrative support to the Real Estate Department and serving as a resource for resolving complex issues.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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
Qualification
Required
Under general supervision, uses knowledge and skills obtained through education, experience, or training to facilitate the transfer and maintenance of new and existing real estate assets within trust accounts
Provides advanced administrative support to Real Estate Department
Communicates information to internal and external customers and adapts procedures, processes, and techniques to accomplish the requirements of the position
Serves as a resource to resolve complex issues
Works independently, or within a team, on assignments that are broad in nature and scope
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
Knowledge of basic office practices, procedures and methods
Knowledge of basic mathematical calculations
Knowledge of company's working structure, internal policies, mission, and strategies
Skill in interpreting and applying policies and procedures
Skill in organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines
Skill in promoting effective coordination between multiple work groups and functional areas
Skill in detail orientation to ensure quality standards are met without impairing workflow
Skill in communicating both orally and written
Skill in 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
Ability to learn required Trust accounting system software and applicable applications
Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Ability to pay close attention to detail to maintain accuracy on completed work
Ability to establish and maintain effective working relationships at all levels of the organization
Ability to work independently as well as collaboratively within a team environment
Ability to identify required tasks, develop timelines and execute
Ability to project a positive, professional image both internal and with external business contacts
Ability to convey information clearly and effectively through both formal and informal documents
Ability to communicate effectively, both orally and in writing
General Experience - 7 to 12 months
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
H1B Sponsorship
Raymond James has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
Company data provided by crunchbase