- BMO Financial Group (Sarasota, FL)
- …and maintain expertise as a subject-matter expert in the area of estate planning and personal trust administration to serve as an internal resource to ... client-focused applicants to join our Trust team as a Director, Trust Administration . In this role, you will manage an existing portfolio of high-net-worth… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …portfolio changes. + Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. + May participate as a ... + Performs other duties and responsibilities as assigned. **Skill in** + Personal trust administration for high-net-worth and ultra-high-net-worth clients.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …markets, products, financial advisory function and investment process. **Skill in** + Personal trust and estate administration . + Strong interpersonal ... + Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May participate as a voting member… more
- Truist (Orlando, FL)
- …Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration . 2. Strong knowledge of estate planning, fiduciary and ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management,… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- …Provides bank customers with complete trust services to include estates, personal trust , guardianships, and any other appropriate fiduciary capacity. + ... of legal, tax, and current ongoing developments as they apply generally to trust and estate administration . Thinks through different & complicated short and… more
- Fifth Third Bank, NA (Tampa, FL)
- …estate plan reviews, client meetings , and best practice advice. + Oversee the administration of complex trust accounts, ensuring compliance with trust ... the review and interpretation of estate planning documents , timely and accurate administration of trust income and principal. + Possess strong technical… more
- Wells Fargo (Palm Beach, FL)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held… more
- IT Concepts (Tampa, FL)
- …achieve extraordinary milestones. Kentro is hiring a highly skilled Identity Governance and Administration (IGA) Engineer to join the Zero Trust execution team ... you will find that Kentro is dedicated to your personal and professional development. Together, we can drive meaningful...at US Special Operations Command (USSOCOM). In a Zero Trust architecture, identity is the new perimeter, and this… more
- L3Harris (Melbourne, FL)
- …cyber domains in the interest of national security. Job Title: Specialist, Systems Administration Job Code: 32348 Job Location: Melbourne, FL Job Schedule: 9/80 Job ... in an emergency + Ability to obtain and maintain FAA Public Trust clearance. Essential Functions: Specific responsibilities will include: + Performs software… more
- IT Concepts (Tampa, FL)
- …supportive community, you will find that Kentro is dedicated to your personal and professional development. Together, we can drive meaningful change, spark ... Manager to lead a specialized 20-person task force executing a high-stakes Zero Trust initiative at US Special Operations Command (USSOCOM). This role is the… more