- 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)
- …Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, ... department-wide resolution via mentoring and/or policies within the bounds of good fiduciary practice. * Interacts with Financial Advisors and clients in defining… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …that exceed our clients' expectations. In some cases may be assigned to a more senior officer as an Associate Trust Officer /Trust Administrator during the ... the duties of Raymond James Trust (RJT) as a fiduciary or custodian in accordance with the terms of...a daily basis through the use of the administrative officer 's trial balance. . Instructs the assigned trust administrators… 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 ... risk identification and mitigation, especially tailored to banking and fiduciary service operations. You will serve as a trusted...operations. You will serve as a trusted advisor to senior leadership, acting as both guardian and guide in… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, ... and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve… more