- JPMorgan Chase (Palm Beach, FL)
- …oversee the administration of trusts, analyze trust documents for legal, tax , administrative and investment issues, and develop relationships with beneficiaries and ... services firm. **Job Responsibilities** + Analyze trust documents for legal, tax , administrative and investment issues and coordinate delivery of services +… more
- Truist (Miami, FL)
- …offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax - preferred savings accounts, and a 401k plan to teammates. ... all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention...in basic computer applications such as Microsoft Office products Preferred Qualifications: 1. FINRA Series 7, 66 (or 63/65)… more
- Allegis Global Solutions (Jacksonville, FL)
- …are met. + Communicate recruitment trends, market intelligence, and acting as a Talent Advisor to hiring managers. + Partner with and utilize AGS internal COEs and ... Anticipate roadblocks and develop proactive solutions + Act as a "talent advisor " to client stakeholders, provide consultative and strategic solutions + Identify and… more
- ADP (Miami, FL)
- …PEO clients remain compliant with all Federal, State, and Local employment and tax laws. As a result, Payroll Business Partners must closely monitor, evaluate and, ... for success! This role is responsible for acting as a trusted payroll advisor and client service professional by providing timely and accurate advice around payroll… more
- ADP (Maitland, FL)
- …Compliance and Shared Services under Smart Compliance Solutions and be a trusted advisor and thought leader to senior leadership to assess, build, and lead strategic ... the business. A self-starter who serves as a trusted advisor to senior business leaders and works collaboratively across...and Benefits policies and procedures + Knowledge of the Tax , Payroll, ERPs, System Integrators, and Software industry +… more
- ADP (Fort Lauderdale, FL)
- …human resources technology, offering the latest AI and machine learning-enhanced payroll, tax , human resources, benefits, and much more. We believe our people make ... here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal...management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business… more
- Bank of America (Destin, FL)
- …The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital ... developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams to… more
- NextEra Energy (Juno Beach, FL)
- …portfolio financings, mezzanine financings, restructurings, capital markets transactions, and tax equity transactions, and a proven record of commercial awareness. ... position will lead complex financings, including project financings and tax equity transactions, and corporate financings, and play a...Employees in this role act as the senior legal advisor to the company and senior management in a… more
- M&T Bank (Vero Beach, FL)
- …account opening with correct coding regarding statements, proxies, investments and tax , correctness of beneficiary information, and that fee agreements are in ... knowledge, and coordinate efforts, of appropriate Bank resources, including market leadership, tax liaison team, Legal and Compliance, to ensure timely delivery of… more
- Eliassen Group (Tallahassee, FL)
- …a high-visibility position, managing Program Managers, while serving as a strategic advisor to VA stakeholders. The Portfolio Manager is responsible for ensuring ... & Strategic Alignment** + Serve as the senior delivery leader and trusted advisor to VA stakeholders, aligning delivery activities to the VA's strategic roadmap. +… more