Investment Banking
Posted 3 months ago
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Supports complex estate and trust settlements for Raymond James fiduciary accounts, assisting with case intake, document collection, and distributions. Works with senior trust officers, attorneys, and compliance teams to ensure accuracy and regulatory adherence. Prepares and reviews settlement statements, tax documents, and distribution calculations. Delivers timely, reliable client service and helps streamline the settlement process.
- Compensation
- Not specified USD
- City
- Saint Petersburg
- Country
- United States
Currency: $ (USD)
Full Job Description
No additional description provided.
