- 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 ... or terminating includable trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… 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,...matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and… more
- Truist (Jupiter, FL)
- …experience. 2. Minimum 5 years of experience in high-net-worth, family office, or trust company operations. 3. Strong General Ledger accounting knowledge with an ... emphasis on Account Receivables; Account Payables; Expense Management (Bill Pay). 4. Knowledge and creation of financial reporting such as Balance Sheet and Income Statements. 5. Effective communication, time management, and interpersonal skills. 6. Strong PC… more
- Deloitte (Miami, FL)
- …banking, investment banking or capital markets, investment management, wealth management, trust company , insurance provider, or related service provider + ... Strong relationship management skills, particularly the ability to build constructive and productive working relationships with clients and among Deloitte practitioners + Experience with business transformation, regulatory remediation or change management… more
- First Horizon Bank (Coral Gables, FL)
- …at location listed in job posting. **Summary** : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and ... Exhibits depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management… more
- IT Concepts (Tampa, FL)
- …Management (KM) Journeyman to support the implementation and sustainment of a Zero Trust (ZT) security framework within the enterprise. The KM Journeyman will assist ... data integrity, and supporting decision-making processes that align with Zero Trust principles and Department of Defense (DoD) standards. Responsibilities: + Support… more
- GovCIO (Tallahassee, FL)
- …(nice to have) **Clearance Required:** + Ability to obtain andmaintaina Suitability/Public Trust clearance \#CCSS ** Company Overview** GovCIO is a team of ... 12+ years (or commensurate experience) + Ability to obtain and maintain a Suitability/Public Trust clearance + Must have a minimum of 8 years of experience working… more
- GovCIO (Tallahassee, FL)
- …and certification **Clearance:** Must be able to obtain/maintain a VA public trust clearance. ** Company Overview** GovCIO is a team of transformers--people ... support their personal and professional well-being, beyond the standard company offered health benefits, including: + Employee Assistance Program...our customers, which ultimately fuels the success of our company . Join us and be a part of a… more
- GovCIO (Tallahassee, FL)
- …(ALM) + Clearance Required: Ability to acquire and maintain a USPS Public Trust clearance ** Company Overview** GovCIO is a team of transformers--people who ... support their personal and professional well-being, beyond the standard company offered health benefits, including: + Employee Assistance Program...our customers, which ultimately fuels the success of our company . Join us and be a part of a… more
- GovCIO (Tallahassee, FL)
- …tabular models. **Clearance Required** Ability to obtain and maintain a Suitability/Public Trust clearance. ** Company Overview** GovCIO is a team of ... support their personal and professional well-being, beyond the standard company offered health benefits, including: + Employee Assistance Program...our customers, which ultimately fuels the success of our company . Join us and be a part of a… more