- First Horizon Bank (Coral Gables, FL)
- …at location listed in job posting. **Summary** : The primary function of the Trust Client Specialist is to provide general clerical administrative support to an ... of individuals, relieving them of clerical, administrative and business detail. The Trust Client Specialist will assist Trust Officers in the administration… more
- M&T Bank (North Palm Beach, FL)
- …oversight of complex trust relationships within an assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** +… more
- Wells Fargo (Palm Beach, FL)
- …concepts and principles, including trust accounting and elements of a trust . + Execute on client requests, including money movement, investment ... solutions. + Seek involvement with infrastructure-related projects to improve Wells Fargo Trust 's business operations, client service, and risk management. +… more
- Truist (Orlando, FL)
- …may change from time to time. 1. Responsible for the successful delivery of various Trust Administration and client (direct client and client team) ... the coaching, development, oversight and performance of assigned Center Trust Advisors and Client Service Specialists. 3. Responsible for day to day coordination… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …laundering framework aligned to the enterprise strategy and designed to protect client trust , financial integrity, and regulatory compliance. Additionally, this ... regulations including CIP, CDD/EDD, and FinCen Rule 504 + Specialized understanding of trust structures, private client services, and fiduciary risks + Strong… more
- Communities Connected for Kids (Port Saint Lucie, FL)
- … Trust Current Balance sheet with monthly deposits/withdrawals + Submits monthly client trust balances and 6-month accounting activity to the appropriate DCM, ... **Description** As a Master Trust Specialist at Communities Connected for Kids, you...Case Management within 72 hours + Maintains a complete client file for each eligible child (digital file) +… more
- UMB Bank (Tallahassee, FL)
- …experience. This role is responsible for administrative support to existing corporate trust clients, responding to client inquiries, and providing overall ... UMB's Corporate Trust and Escrow Services is a nationally recognized...activities with operations staff, working with custodian banks and client staff, and resolving administrative and operations problems. This… more
- JPMorgan Chase (Miami, FL)
- …opportunity to manage and maintain relationships with clients by earning trust , thoroughly understanding client needs, providing targeted advice, developing ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This...thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and… more
- JPMorgan Chase (Palm Beach, FL)
- …for certain clients * a Trust Officer in instances where we deliver trust services to the client **Job Responsibilities** + Collaborate with bankers to ... The Client Specialist is a sophisticated wealth expert that...and institutions. + A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, tax… more
- JPMorgan Chase (Palm Beach, FL)
- …of 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...out the firm's fiduciary duties and to provide superior client services + Partner with Wealth Advisors with respect… more