• Unknown (Miami, FL)
    …internal teams, the Director of Finance will monitor performance, aid in business planning , and enhance financial efficiency across various sites. A key component of ... operations to assist with cost management, profitability assessments, and long-term financial planning . The position necessitates someone with a keen eye for detail… more
    Appcast IO CPC (01/14/26)
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  • Director, Estate & Gift Planning

    University of Miami (Coral Gables, FL)
    …review this tip sheet (https://my.it.miami.edu/wda/erpsec/tipsheets/ER\_eRecruiting\_ApplyforaJob.pdf) . The Director, Estate and Gift Planning (OEGP) in the ... Division of Development and Alumni Relations (DAR), assists in the execution of annual plans of action designed to capture philanthropic support primarily for the schools, colleges, and units on the University of Miami Coral Gables and Rosenstiel campuses… more
    University of Miami (12/20/25)
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  • Trust Officer - Estate and Trust Settlement

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …conference calls and seminar events. + Answers general Financial Advisor inquiries regarding estate planning , trust services, estate taxes and other relevant ... applications including computer based trust accounting systems and other common estate planning software programs. **Ability to** + Function in a professional… more
    Raymond James Financial, Inc. (01/07/26)
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  • Trust & Estate Paralegal - Hybrid

    Robert Half Legal (Boca Raton, FL)
    …and 401k and pension plan. Responsibilities: + Draft, review, and revise estate planning documents, including wills, revocable and irrevocable trusts, powers ... global law firm to recruit an experienced Trust & Estate Paralegal for its Boca Raton, Florida office. This...hybrid role supports a busy Private Client / Wealth Planning practice and requires 7+ years of Trusts &… more
    Robert Half Legal (01/11/26)
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  • Business Resource Center, Advanced Planning…

    Guardian Life (Tallahassee, FL)
    …of various sales opportunities and financial products in the business, personal, estate , executive benefits, asset protection, retirement planning and charitable ... + CFP/CLU/ChFC preferred + Expert knowledge of tax planning , exit planning , business succession, executive benefits, asset protection, estate , retirement … more
    Guardian Life (01/07/26)
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  • Financial Planning Associate

    Raymond James Financial, Inc. (Land O' Lakes, FL)
    …+ Series 7 and 66 licenses + Familiarity with tax, trust and estate planning _Independent Financial Services and its employees are_ **_independent contractors ... This position blends financial planning support with client service excellence. You'll assist...Microsoft Office Suite + Proficiency in CRM and financial planning software + Exceptional communication skills + High attention… more
    Raymond James Financial, Inc. (12/19/25)
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  • Assistant or Associate Professor of Real…

    University of Miami (Coral Gables, FL)
    …campus. The MRED+U program integrates real estate finance, real estate development, architecture, urban design, planning , construction, and public policy. ... sheet (https://my.it.miami.edu/wda/erpsec/tipsheets/ER\_eRecruiting\_ApplyforaJob.pdf) . Assistant or Associate Professor of Real Estate - Development and Finance Focus Overview The Master… more
    University of Miami (12/22/25)
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  • Senior Trusts & Estates Attorney

    Williams Parker (Sarasota, FL)
    …are passionate about working with high-net-worth clients and their families on sophisticated estate planning matters. The scope of work includes wills, revocable ... framework to carefully address and answer all questions pertaining to estate planning , transfer tax planning , business succession, charitable giving, and… more
    Williams Parker (11/20/25)
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  • Director, Trust Administration

    BMO Financial Group (Sarasota, FL)
    …This is a senior-level role requiring in depth knowledge of trust administration, estate planning concepts, and fiduciary principles, along with the skills and ... clients, beneficiaries, and next generation to meet their financial and estate planning needs. * Work collaboratively with internal colleagues from Investments,… more
    BMO Financial Group (01/07/26)
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  • Director, Space Planning (H)

    University of Miami (Miami, FL)
    …types: clinical, research, education, and administration. + Collaborate with Facilities, Real Estate , and Capital Planning teams to integrate space planning ... please review this tip sheet (https://my.it.miami.edu/wda/erpsec/tipsheets/ER\_eRecruiting\_ApplyforaJob.pdf) . Director, Space Planning The University of Miami/UHealth department of Facilities has… more
    University of Miami (12/20/25)
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