- JPMorgan Chase (Miami, FL)
- …feedback Required Qualifications, Skills and Capabilities + In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory ... trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax...170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts… more
- JPMorgan Chase (Palm Beach, FL)
- …Skills and Capabilities + Bachelor's Degree required + In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory ... 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...the administration of trusts, analyze trust documents for legal, tax , administrative and investment issues, and develop relationships with… 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...accounts. . Knows and utilizes applicable local law and tax law in the administration of revocable and irrevocable… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with client agreements as well as profitability goals balanced with fiduciary expectations. + Establish and monitor robust internal control frameworks tailored ... to fiduciary operations, ensuring audit readiness and regulatory compliance. +...groups to ensure compliance with accounting policies. + Direct tax compliance for tax -exempt trust clients, ensuring… more
- Xerox (Tallahassee, FL)
- …non-ERISA employee benefit plans, executive compensation, proxy CD&A, and plan fiduciary responsibilities Draft and review plan documents and board resolutions. ... Advise applicable benefits committees on their roles, ensure appropriate fiduciary training is provided, and perform corporate governance responsibilities as… more
- Citigroup (Miami, FL)
- …a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary , capital markets and investment services to target market clients + ... transactions meet compliance guidelines. Adhere to MPP, RDIP, banking, investment and tax regulatory and other compliance policies and procedures. + Review and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …trusts in accordance with statutes and regulations. * Participates in the income tax planning and preparation process, performs such tax planning functions as ... may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties. * Interacts with Financial Advisors and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …states. + Finance and Accounting. + Concepts, practices, and procedures of income tax . + Concepts, principles and practices of Fiduciary laws and principles ... and Procedures. + Proactively applies potential estate, gift, GSTT and income tax rules, changes and consequences applicable to book of accounts with supervisory… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …ultra-high net worth families needs, including estate and legacy planning; tax strategies and charitable planning; business transition planning and asset management; ... the unique investment management offerings (strategy and allocation; institutional fiduciary services; private client banking; and private placement insurance… more
- Truist (Orlando, FL)
- …of previous banking or other financial institutional experience 2. Strong fiduciary and investment management knowledge 3. For specialty support teammates, ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more