Specialty Assets Trust Associate

Job Description Summary

The Specialty Assets Trust Associate provides advanced administrative support to the Specialty Assets department, ensuring smooth operations across mineral/oil/gas interests, promissory and mortgage notes, and closely held business assets. This role involves non‑routine administrative work, coordination of asset transfer processes, and data management.

Job Description

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.

Education

High School (HS)

Work Experience

General Experience - 4 to 6 months

Certifications

Travel

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 

We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.