- Wells Fargo (Palm Beach, FL)
- …solutions. + Seek involvement with infrastructure-related projects to improve Wells Fargo Trust 's business operations, client service , and risk management. ... including trust accounting and elements of a trust . + Execute on client requests, including...(Word, Excel, and Outlook) skills + Experience in a client facing environment + Customer service experience… more
- Truist (Orlando, FL)
- …2. Responsible for the coaching, development, oversight and performance of assigned Center Trust Advisors and Client Service Specialists. 3. Responsible for ... from time to time. 1. Responsible for the successful delivery of various Trust Administration and client (direct client and client team) activities in… 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 ... to create new relationships and expand existing relationships. + Provide superior client service and develop deep relationships with clients to best… more
- Regions Bank (Orlando, FL)
- …+ Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors ... Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities include… more
- First Horizon Bank (Coral Gables, FL)
- …: -Manages assigned account base of wealth management clients by working with client service team, clients and their professional advisors to develop a ... Trust Relationship Manager role manages complex wealth management client relationships and delivers high quality fiduciary services. Officer assumes primary… more
- JPMorgan Chase (Miami, FL)
- …order to prudently carry out the firm's fiduciary duties and to provide superior client service * Partner with client 's other advisors (attorney, ... Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within...Client Relationship Management experience + Comprehensive knowledge of trust and estate law, income, transfer, and generation skipping… 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
- 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
- US Bank (Jacksonville, FL)
- …based on business line account acceptance policies and procedures. Provides quality service based on client needs, wants, and expectations; aligns actions ... business development officers, responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of… more