- Truist (Orlando, FL)
- …types of Wealth trust accounts including personal trusts, special needs trusts, investment management , custodial and guardianship accounts. Manages a portfolio ... Strategists, and external advisors to define and meet clients' tax , financial, estate planning, and banking goals and objectives.... in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in… more
- Truist (Bal Harbour, FL)
- …knowledge of a broad range of personal financial planning/advisory/insurance and investment management /asset allocation concepts and understanding of retail ... **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …executive strategies. + Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary ... Skills, and Abilities** **Knowledge of** + Advanced concepts of private wealth management planning; investment management ; and specialized products. +… more
- Harbor Group Management (Miami, FL)
- Harbor Group Management Company is a multi-billion dollar real estate investment and property management firm. As we continue to grow, we are looking for ... the daily routines of key roles, including the Regional Manager , Property Manager , Assistant Property Manager...are not limited to the job specifications. Harbor Group Management Company may require additional duties or job functions… more
- City of Boynton Beach (Boynton Beach, FL)
- …up and historical tracking to identify areas of infrastructure concern. Work order management system updates. Monitors work order management system to ensure ... out old files as needed. Under the direction of management or supervisors sends road closure notifications. Performs other...Department Director, the Human Resources Director and the City Manager . The following requirements must be met to advance… more
- University of Miami (Miami, FL)
- …establishes financial policies in accordance with generally accepted accounting principles, tax regulations, and existing federal and state laws. CORE JOB FUNCTIONS ... audit process for all facilities and provides appropriate training to management . + Communicates financial policies and matters to appropriate finance committees.… more
- Crane Aerospace & Electronics (Fort Walton Beach, FL)
- …state and local tax requirements + Assist in devising optimum data management systems for the maintenance of accounting records and for providing management ... facilitate annual audits + Assist in preparation of annual tax package and Unclaimed Property returns; Ensure compliance of...required + Any other task assigned by supervisor or management **Non-Essential Functions** **:** + Serve as back up… more
- MyFlorida (Tallahassee, FL)
- …for basic life insurance + Employer contributions to the Pension Plan or Investment Plan; contribution levels will vary based upon Pay Plans. GENERAL POSITION ... troubleshooting multiple applications including WebSphere, Web Intelligence, Tivoli Storage Manager , Tivoli Workload Scheduler, HTTP servers, Load balancers, Proxy… more
- Truist (Fort Lauderdale, FL)
- …activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with ... and Truist Wealth, as determined from time to time by our Risk Management and Governance teams. Works independently to address issues and concerns, escalation when… more
- BMO Financial Group (Naples, FL)
- …relationships, ensuring high levels of service and responsiveness. * Coordinate with investment , tax , and estate planning professionals to provide holistic ... requires a deep understanding of trust administration, fiduciary regulations, and risk management , ensuring that all accounts are managed in strict adherence to… more