- JPMorgan Chase (Palm Beach, FL)
- …families and individuals. When JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime or upon their death through ... a provision in their will, it is the Trust Officer's role to oversee the administration of the trust . **Job Summary** As a Trust Officer VP in Wealth… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …obtained through experience and/or formal training to administer basic-level personal trust , estate, and custody accounts. Fulfills the duties of Raymond James ... Trust (RJT) as a fiduciary or custodian in accordance...assigned to a more senior officer as an Associate Trust Officer/ Trust Administrator during the development process.… more
- UMB Bank (Tallahassee, FL)
- UMB's Corporate Trust Compliance team supports the Corporate Trust group by performing account review, monitoring and ensuring compliance with regulations, and ... losses that could be incurred by UMB The Corporate Trust Compliance Specialist II role is responsible for the...every piece of new business closed by the Corporate Trust team. This role ensures each account is properly… more
- M&T Bank (Vero Beach, FL)
- …Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep ... experience and technical understanding to the administration and oversight of complex trust relationships within an assigned book of client trust accounts… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …obtained through experience and specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad scope and ... Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * Participates as a voting member of the… more
- JPMorgan Chase (Miami, FL)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... of estates or terminating includable trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers… more
- Truist (Orlando, FL)
- …for the successful day to day execution and leadership of all the Trust Administration, New Business Engagement Risk Oversight, Compliance and Client (or Client ... segment(s). The Fiduciary Team Leader is accountable for the performance of Trust Administration Advisors in their respective segment. At the direction of the… more
- Regions Bank (Orlando, FL)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust , Estate, ... business opportunities + Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment… more
- UMB Bank (Tallahassee, FL)
- UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal ... marketplaces. Our trust services reach beyond traditional offerings to servicing ABS,...partnerships, and other business entities and individuals. The Corporate Trust Associate Relationship Manager role supports our Corporate … more
- UMB Bank (Tallahassee, FL)
- UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal ... marketplaces. Our trust services reach beyond traditional offerings to servicing aviation,...partnerships, and other business entities and individuals. The Corporate Trust Relationship Manager II role supports our Corporate … more