- Bank of America (Fort Lauderdale, FL)
- Regional Fiduciary Officer Kansas City, Missouri;Fort Lauderdale, Florida; Atlanta, Georgia; Dallas, Texas; Fort Worth, Texas; Clayton, Missouri; Charlotte, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Kansas-City/Regional- Fiduciary - Officer \_25029784-2) **Job Description:** At Bank of America,… more
- JPMorgan Chase (Miami, FL)
- …the fiduciary materials which are circulated to each Estate Officer , attending in-house and external seminars and taking required Proficiency Training courses ... As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates...170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts… more
- M&T Bank (Vero Beach, FL)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and custody accounts. Fulfills the duties of Raymond James Trust (RJT) as a fiduciary or custodian in accordance with the terms of the governing instruments, local ... law, and sound fiduciary principles. Achieves the objectives of RJT as stated...some cases may be assigned to a more senior officer as an Associate Trust Officer /Trust Administrator… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Role Summary** As the VP, AML Officer for the Raymond James Bank and Trust businesses, you will oversee and execute an anti-money laundering framework aligned to ... approach to risk identification and mitigation, especially tailored to banking and fiduciary service operations. You will serve as a trusted advisor to senior… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …department-wide resolution via mentoring and/or policies within the bounds of good fiduciary practice. * Interacts with Financial Advisors and clients in defining ... goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. *… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve ... planning and preparation process. * Basic concepts, principles and practices of Fiduciary laws and principles sufficient to administer personal trusts * Fundamental… more
- Citigroup (Miami, FL)
- Job Description A Service Officer provides service support to the Citi Private Latin America businesses. Their focus is to ensure that effective client service is ... relationships they build to recognize business growth opportunities. The Service Officer strives to continuously improve all of its end-to-end processes, procedures… more
- PNC (Orlando, FL)
- …to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. + ... PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit… more