Description

Raymond James Overview

One of the largest independent financial services firms in the country could the place you build a career beyond your expectations.

Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.

At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.

We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Department Overview

Raymond James Trust, N.A. is a nationally chartered trust company. To meet the unique needs of our clients, Raymond James Trust, N.A. can serve in a number of roles, including trustee, co-trustee, custodian, personal representative, or agent to a trustee on several types of personal trusts. As trustee, Raymond James Trust offers the professional management of skilled experts, impartiality in making investment decisions and dealing with beneficiaries, and state-of-the-art technology that helps serve clients better and faster.

Job Summary

Under general supervision, the RJ Trust (RJT) Law Clerk uses skills gained through training and experience to assist with specific projects within RJT. The Law Clerk follows established procedures to perform tasks and receives general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes, and techniques to apply to more complex assignments. Resolves routine questions and problems and refers more complex issues to a higher level.

This is a temporary role.

Work Schedule: Up to 15 hours per week for a limited time, determined by department need.

Start Date: February 12, 2024

End Date: May 17, 2024

Duties and Responsibilities

• Legal research
• Prepare legal memos
• Review and interpret documents
• Prepare/update 50 State Surveys
• Works independently on assigned projects and tasks, meeting all delivery deadlines.
• Operates standard office equipment and uses required software applications.
• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

• Trusts and estate law through classroom studies or practical experience
• Fundamental concepts, practices, and procedures of a professional office environment.
• Basic concepts, principles, and practices of an assigned business unit.

Skill in

• Operating standard office equipment and using, or having the ability to learn, required software applications.
• Ability to work effectively as part of a virtual/hybrid team.

Ability to

• Organize and prioritize multiple tasks and meet deadlines.
• Communicate effectively, both orally and in writing.
• Work independently and collaboratively within a team environment.
• Provide a high level of customer service.
• Establish and maintain effective working relationships.

Educational/Previous Experience Requirements

• Must be a rising 3L student currently enrolled in an accredited Law School
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• None required.

Location

Hybrid position - St. Petersburg office

• No travel required.

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.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, the firm now has locations across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF