- First Horizon Bank (Coral Gables, FL)
- …manages complex wealth management client relationships and delivers high quality fiduciary services. Officer assumes primary responsibility for overall client ... team and appropriate FH partners to ensure timely delivery of high-quality fiduciary service, issue resolution, effective communication of client needs to identify… 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 (North Palm 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
- JPMorgan Chase (Palm Beach, FL)
- …to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered ... a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust....appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in… 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)
- …and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve ... and procedures of income tax. + Concepts, principles and practices of Fiduciary laws and principles sufficient to administer trusteed IRAs. + Fundamental investment… 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 Bilingual (Spanish and English) Service Officer provides service support to the Citi Private Latin America businesses. Their focus is to ensure ... relationships they build to recognize business growth opportunities. The Service Officer strives to continuously improve all of its end-to-end processes, procedures… more
- KeyBank (Fort Myers, FL)
- …the Client Relationship Associates. Enlist assistance from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client ... information from the client and consult with the KPB Officer . + Remain knowledgeable about products, pricing, and features,...to ensure high quality and timely administration of assigned fiduciary accounts and a seamless delivery of the client… more