- Truist (Fort Myers, FL)
- …the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client ... service experience, or equivalent outside experience 2. Demonstrate strong all around product knowledge, deposits, loan, products, operating systems unique to line of business, including trust and estate 3. Demonstrate strong knowledge of bank policy and… more
- Bank OZK (Clearwater, FL)
- …divisions to ensure institutional clients receive cohesive advice across investment management, fiduciary oversight, and plan design with a focus on long-term ... fiduciary and investment relationships with business owners, nonprofits, municipalities,...and servicing of institutional relationships, ensuring compliance, reporting, and fiduciary best practices. + Monitors and assesses retirement plan… more
- Truist (Orlando, FL)
- …within the geography of Truist. JOB SUMMARY Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including ... and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver ...fiduciary documents. Uses this expertise to help deliver fiduciary advice directly to clients or to the client… more
- Truist (Fort Lauderdale, FL)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... 3. Understand and provide interpretation as related to complex fiduciary documents and strategies 4. Conduct client and prospect...Trust Administration or Law 2. 7 + years of fiduciary experience, with a focus on business development and… more
- Bank of America (Naples, FL)
- …and Trust Market Leadership, ensuring adherence to investment policy standards and fiduciary administration policies, as well as risk and compliance standards. The ... client satisfaction and retention o Drives delivery of the investment and fiduciary platform credit and banking solutions and enterprise capabilities to clients o… more
- Robert Half Legal (Coconut Grove, FL)
- …you will handle contested legal matters, including will and trust disputes, fiduciary concerns, and guardianship cases, while also managing estate planning and ... * Represent clients in probate and guardianship disputes, including will/trust contests, fiduciary duty claims, and incapacity hearings. * Draft and argue motions,… more
- DR Horton, Inc. (Panama City, FL)
- …financial projections. Act as the conscience of the division, involving fiduciary responsibilities, business process improvement, and challenging the thinking and ... the following. Other duties may be assigned. * Assume the fiduciary responsibility of enforcing the operating procedures and policies established by… more
- Oracle (Tallahassee, FL)
- …highly valued business partners. Our primary areas of focus include: + ** Fiduciary Excellence:** Preparation and oversight of all accounting records for the ... entities are operating in compliance with Oracle's policies and procedures + Fiduciary responsibility and accountability for the audits of the statutory financial… more
- Citigroup (Tampa, FL)
- …in Agency and Trust business within a financial institution (Capital Markets and Fiduciary Products). o Minimum 3 years of experience in the financial services ... industry. * Language Skills: Proficiency in English and Spanish (Portuguese desirable). * Work Availability: Availability to work on holidays and across different time zones to service Latin American countries. Ability to be in the office as required by the… more
- Millennium (Orlando, FL)
- …sessions to identify process improvements and new technology. Financial & Fiduciary Oversight Core Objective: Maintain strict budget adherence and regional ... profitability. + Daily: Oversee facility and vehicle maintenance records/budgeting. + Weekly: Support Sales by developing operational requirements for new customer opportunities. + Monthly: Audit labor costs against standards; approve/deny regional expenses… more