- M&T Bank (North Palm Beach, FL)
- …as requested, and serve as subject matter expert concerning trust administration . Represent the Bank in a professional and competent manner whether ... the client on all trust matters and responsible for overall trust administration management for complex trust relationships. + Assess and manage risk,… more
- Regions Bank (Orlando, FL)
- …Master of Business Administration (MBA) or Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), ... economics, accounting or related field + Eight (8) years of Trust Administration , Estate/Tax Law, Financial Planning or relevant experience including direct… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Qualifications** **Knowledge, Skills, and Abilities:** **Knowledge of:** . Principles of trust administration and estate planning. **Skill in:** . ... spreadsheets and email. **Ability to:** . Function in a professional office environment. . Demonstrate efficiency and flexibility in...four-year college or university and four (4) years of trust administration experience. ~or~ . Any equivalent… more
- Communities Connected for Kids (Port Saint Lucie, FL)
- …with child welfare, Medicaid, the Social Security Administration , and/or FSFN. Apply for this job ... **Description** As a Master Trust Specialist at Communities Connected for Kids, you...serves as the CCKids liaison to the Social Security Administration . This position also includes the following essential functions:… more
- JPMorgan Chase (Miami, FL)
- …for estate tax purposes, it is the Estate Officer's role to oversee the administration of the estate or terminating includable trust . Job Responsibilities: * ... Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within...Estates Practice, you will be responsible for overseeing the administration of estates or terminating includable trusts. You will… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Financial markets, products, financial advisory function, and investment process. + Directed Trust administration experience is desired. **Skill in** + IRA ... governance and personal and directed trust administration . + Strong interpersonal and leadership...planning software programs. **Ability to** + Function in a professional office environment. + Demonstrate efficiency and flexibility in… more
- IT Concepts (Tampa, FL)
- …of experts is fully committed to advancing our customers' missions, fostering professional growth, and making a positive impact on our communities. Our transition ... find that Kentro is dedicated to your personal and professional development. Together, we can drive meaningful change, spark...Subject Matter Expert (SME) in support of our Zero Trust (ZT) implementation efforts. The ICAM Architect will lead… more
- JPMorgan Chase (Palm Beach, FL)
- …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 ... integral part of our Global Trusts & Estates Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * May participate as a voting member of ... financial advisory function and investment process. **Skill in** : * Personal trust administration . * Strong interpersonal and leadership skills to provide… more
- First Horizon Bank (Coral Gables, FL)
- …clerical, administrative and business detail. The Trust Client Specialist will assist Trust Officers in the administration and management of various types of ... location listed in job posting. **Summary** : The primary function of the Trust Client Specialist is to provide general clerical administrative support to an… more