Real Estate Trust Assistant Job at Raymond James (Saint Petersburg, Florida)

Job Description

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.

Job Responsibility

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

Requirements

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
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
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
General Experience - 7 to 12 months

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Real Estate Trust Assistant

Job Description

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