- Manulife (FL)
- …Beach, Florida - East Florida Area **Responsibilities** + Ensure client fiduciary obligations are maintained. + Maintain a safe working environment; enthusiastically ... and proactively promote safety among MFM teams, contractors, recreation users and visitors. + Plan and implement timber marketing, sales and contract oversight in the area in coordination with property consultants. + Plan and implement all silviculture… more
- Truist (Doral, FL)
- …of previous banking or other financial institutional experience 2. Strong fiduciary and investment management knowledge 3. For specialty support teammates, ... commercial or specialty-industry experience **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for… more
- PNC (Fort Lauderdale, FL)
- …across all PNC Private Bank products and services (Banking, Investment and Fiduciary ). The Client Service Associate also partners with Advisors/Leaders on any client ... related activities. As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting our collective goal of becoming more client-centric… more
- M&T Bank (Naples, FL)
- …client satisfaction. + Leverage available internal and external resources, including fiduciary , planning, investment, and banking partners, as well as external ... accountants, attorneys, and other professionals to assist in resolving client-related issues and meeting client needs. + Prepare targeted prospecting lists and other sales support to support an organized sales strategy and approach. Document the Customer… more
- Truist (Winter Park, FL)
- …environment with multiple priorities 5. Strong knowledge of banking, fiduciary and wealth management systems, solutions, and offerings Preferred Qualifications: ... 1. Six years of previous banking or other financial institution experience with an emphasis in operations or administration 2. Demonstrates strong investment, wealth management, treasury services, consumer and commercial credit and deposit knowledge to… more
- Charles Schwab (Orlando, FL)
- …will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience ... for bilingual and international clients. SWA's advice philosophy will empower you to use a vast array of products (ie stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help bilingual and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Advisors to oversee over $3 billion in client assets to ensure proper fiduciary processes and procedures are integrated and aligned with business practices to ... mitigate risk to the business. * Provides escalated support and guidance in dealing with client portfolios and various customer queries. * Informs appropriate management about issues with client accounts that may involve or expose the business to potential… more
- MyFlorida (Pompano Beach, FL)
- …monitors and/or directs transfer of available earned toll revenue from fiduciary fund to appropriate agency revenue accounts; performs monthly reconciliation of ... toll revenue accounts. Oversees customer refunds and reviews and approves refund files received from CBO. Assists executive management and supervisory personnel with formulating solutions to complex problems such as customer issues including but not limited to… more
- Travelers Insurance Company (Tampa, FL)
- …range from Directors and Officers Liability, Employment Practices Liability, Fiduciary Liability, CyberRisk, Kidnap and Ransom, Financial Institution Bond, and ... Errors and Omission Liability. The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers. An AEO will analyze and evaluate risk to achieve business goals within an assigned book of business.… more
- US Bank (Sarasota, FL)
- …estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in ... business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments,… more