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Trust Administrative Coordinator

Raymond James Financial, Inc.

Saint Petersburg, FLJobSeen 1w agoSeen in employer's feed 6 days ago

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At a glance

Compensation
No compensation found
Location
Saint Petersburg, FL
Work Authorization
Not specified

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Job overview

The Trust Administrative Coordinator supports the department by applying advanced skills, handling non‑routine tasks, and managing data collection and reporting. Responsibilities include scheduling, preparing and auditing reports, conducting research, training junior staff, and maintaining effective relationships while delivering courteous service under pressure.

Skills & qualifications

RequiredNice to have

Skills

Organizational and Time ManagementOperating Standard Office Equipment and Software ApplicationsBuild Solid Effective Working RelationshipsCoach Others in Skill DevelopmentExecute InstructionsProvide Courteous Timely ServiceSpeak Clearly and ConciselyConvey Information Clearly and EffectivelyWork Under Stress and PressureBasic Office PracticesBasic Mathematical Calculations

Full job description

Essential Duties and Responsibilities:

  • Applies some advanced skills and procedures appropriate for the position within assigned functional area.

  • Performs duties and tasks that are frequently non-routine. Refers only the most complex issues to higher level.

  • Schedules, reports, and tracks information for department.

  • Collects data for preparation of various reports, budgets, and variance analyses.

  • Compiles data for reports and collates into a single report.

  • Assists in preparing, reviewing, or auditing reports.

  • Assists with more complex research and investigation. May prepare analyses of information.

  • May assist in orienting and training lower level employees.

  • Performs other duties and responsibilities as assigned.

Knowledge of:

  • Basic office practices, procedures and methods.

  • Basic mathematical calculations.

Skill in:

  • Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

  • Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.

Ability to:

  • Build solid, effective working relationships with others.

  • Coach others in the development of their skills.

  • Execute instructions and request clarification when necessary.

  • Provide courteous, timely service when addressing customer questions and concerns.

  • Speak clearly and concisely.

  • Convey information clearly and effectively through both formal and informal documents.

  • Constructively work under stress and pressure when faced with high workloads and deadlines.

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