**Job Summary:** Under limited direction from a senior level manager, uses specialized knowledge and skills obtained through experience, specialized training and/or certification to manage prudent investment of fiduciary and other discretionary assets held in Trust accounts while working in concert with Financial Advisors. Leads defined work/projects of moderate scope and complexity. **Essential Duties and** **Responsibilities:** • Performs initial review of assets, and works with financial advisor in determining the proper asset allocation/investment objective, security type, and selection of investments. Performs annual reviews for trust accounts. • During annual review, identifies accounts that need action per investment policies. Works with financial advisor to resolve these matters. • Attends client and Financial Advisor meetings to discuss investment of trust accounts as needed • Attends and presents at monthly Trust Investment Committee meeting. • Ensures portfolios are compliant with company policies and procedures. • Oversees management of the RJ Trust Managed Mutual Fund Model portfolios. • Review and if prudent, approve portfolio adjustments as suggested by the financial advisor. • Manages projects through the lifecycle including planning, assigning, scheduling, monitoring and reviewing project activities, as well as evaluating individual performance upon project completion. • Trains associates on the team to ensure consistency, accuracy and completion of projects. • Performs other duties and responsibilities as assigned. **Qualifications -** **Knowledge, Skills, and Abilities:** **Knowledge of:** • Investment concepts, practices, and practices used in the securities industry. • Financial markets and products. • Principles of estate planning, trusts and securities industry operations. • Various security types. • Investment management concepts as they pertain to trust accounts. **Skill in:** • Preparing and delivering written and oral presentations. • Gathering and compiling information and data. • Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets. **Ability to:** • Attend to detail while maintaining a big picture orientation. • Interpret and apply policies and identify and recommend changes as appropriate. • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. • Work independently as well as collaboratively within a team environment. • Establish and maintain effective working relationships, at all levels of the organization, including negotiating resources. • Project a positive, professional image both internal and with external business contacts. • Convey information clearly and effectively through both formal and informal documents. **Educational/Previous Experience Requirements:** • Bachelor’s Degree (B.A.) in Finance, Business, Accounting or a related discipline and a minimum of three (3) to five (5) years of experience in Investments. ~or~ • Any equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications:** • Series 7 and 63 Preferred.