- Citigroup (Plantation, FL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... skills + Organized with strong attention to detail + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar… more
- Citigroup (Jacksonville, FL)
- …Salesforce regularly for communication of issues/tasks/opportunities. + Builds a rapport with back- office staff and seek out highest level of support from those ... to support a diverse array of products and services. + Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred. + US Registered FINRA Series 7 & 63… more
- Citigroup (Jacksonville, FL)
- …Salesforce regularly for communication of issues/tasks/opportunities. + Builds a rapport with back- office staff and seek out highest level of support from those ... to support a diverse array of products and services. + Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred. + US Registered FINRA Series 7 & 63… more
- University of Miami (FL)
- …detailed teaching interest will not be reviewed. Areas of Immediate Need: Trust Administration/ Wealth Management Family Office Management Employment Law and ... as subject matter experts in a variety of areas, including trust administration, family office management, healthcare law and compliance, cyber law and… more
- Charles Schwab (Orlando, FL)
- …and transform the finance industry together._ _We believe in the importance of in- office collaboration and fully intend for the selected candidate for this role to ... be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice… more
- Citigroup (Tampa, FL)
- …and meeting the bank's objectives. The US Personal Banking (USPB) Enterprise Data Office (EDO) Project Management Office is an execution function focused on ... project management and planning expertise in support of the Private Banking and Wealth Management (PBWM) Data operational model in order improve the integrity and… more
- Robert Half Finance & Accounting (Boca Raton, FL)
- Description About the Firm We are a privately held wealth management, accounting, and family office services firm. Founded in 2005 as a virtual-first ... hub, supporting our mission to deliver tailored financial strategies and family office solutions. The Opportunity We are seeking a Full-Time Executive Assistant… more
- Scotiabank (Tampa, FL)
- …will serve as the primary point of contact for BNS' Tampa Administrative Office (TAO) as well as support the Global Transaction Banking (GTB) business operating ... from that office . The role is also intended to support GTB...benefit programs are designed to help support your unique family , financial, physical, mental, and social health needs. \#GTB… more
- DriveTime (Lauderdale Lakes, FL)
- **What's Under the Hood** DriveTime Family of Brands is the largest privately owned used car sales finance & servicing company in the nation. Headquartered in Tempe, ... of the time. + Frequently move about inside the office to access file cabinets, office machinery,...matter** + **Medical, dental, and vision, oh my!** DriveTime Family of Brands covers a sizable amount of insurance… more
- Vontier (Tallahassee, FL)
- …help existing Tool Franchise owner/entrepreneurs achieve their dreams for them, their family and their future. Capitalize on your past sales, automotive, sales ... recommending implementation of specific, detailed actions. + Using MS Office for sales management purposes, tracking sales results, and...Enjoys working from home, using company laptop with a wealth of tools and resources. + Able to navigate… more