- Robert Half Finance & Accounting (Fort Lauderdale, FL)
- …The ideal candidate will have extensive experience in real estate accounting, investment analysis, property management finance, and development projects. Key ... residential, or mixed-use). + Strong knowledge of real estate accounting, investment structures, development financing, and property management systems. +… more
- Lumen (Tallahassee, FL)
- …of large/complex/cross-functional strategic programs and technical initiatives, workflow management and investment optimization functions from strategic ... and dependencies + Implement best practices in program governance, change management , and stakeholder engagement. Monitor and report on program performance, using… more
- KeyBank (Fort Myers, FL)
- …maintain proficiency in all service functions for deposit accounts, loans and investment management and trust accounts. Complete processes according to ... properly. + Maintain client data quality and leverage Customer Relationship Management system (Salesforce) to update client information. + Build and maintain… more
- First Horizon Bank (Coral Gables, FL)
- … of various types of accounts including Trusts, retirement accounts, investment management accounts, estates, etc. **Responsibilities** + Various aspects ... offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, and mortgage banking… more
- Wells Fargo (Miramar Beach, FL)
- …this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …years of experience in a law firm or legal department in a financial planning, investment management or other financial services environment. * OR ~ * An ... of Estate, trust, and probate concepts, practices, and procedures. + Use data management systems to access specific information as and when required. + Prepare… more
- Lincoln Financial (Tallahassee, FL)
- …opportunity. **Requisition #:** 74762 **The Role at a Glance** The Analyst, Investment Accounting Trade Operations will provide timely and accurate more complex ... investment data and investment accounting for the...the General Account Invested Assets on a Statutory, GAAP, Management and Tax basis. They will be responsible to… more
- Bank of America (Jacksonville, FL)
- …servicing and protection of credit offerings for business banking, Global Wealth & Investment Management (GWIM), commercial and corporate clients as well as ... + Written Communications + Quality Assurance + Recording/Organizing Information + Risk Management **Shift:** 1st shift (United States of America) **Hours Per Week:**… more
- Arena Investors LP (Jacksonville, FL)
- Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a ... affiliated Special Servicer, which provides mid and back-office services, including asset management , to Arena Investors and external clients. Quaestor is looking to… more
- WTW (Tampa, FL)
- …of transforming tomorrows. Join us and transform yours.** **The Business** The Investment business aims to create sustainable competitive advantage for clients in ... their investment portfolios. This is delivered to clients by providing...+ Clear communicator verbally and in writing + Project management skills, with attention to detail and the ability… more