- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** + Administers trust and estate settlements in accordance with statutes and regulations. + Participates in the income ... Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May participate as a voting member of… more
- Fifth Third Bank, NA (Tampa, FL)
- …(eg, CTFA, CFP) preferred. + Minimum of 8 -10 years of experience in trust and estate administration, with a proven track record of managing complex ... trust relationships. + Strong knowledge of trust and estate laws and regulations as well as industry standards and practices. + Demonstrated ability to… more
- Healthpeak Properties, Inc. (St. Petersburg, FL)
- Healthpeak Properties is a fully integrated real estate investment trust (REIT) and an S&P 500 company. We specialize in owning, operating, and developing ... high-quality real estate focused on healthcare discovery and delivery. Our impressive...Living centers. POSITION RESPONSIBILITIES Healthpeak is seeking a Real Estate Administrator to assist in directing and coordinating activities… more
- Insight Global (Orlando, FL)
- …to laying the foundation for this newer Wealth Division. *Strong understanding of trust and estate laws, tax regulations, and fiduciary responsibilities. *Must ... Description A client of Insight Global is seeking a Trust Officer to support their business in Orlando, FL....business in Orlando, FL. A typical day involves managing trust accounts to ensure compliance with legal and company… more
- Williams Parker (Sarasota, FL)
- …estate planning matters. The scope of work includes wills, revocable and irrevocable trust planning, estate and gift tax strategies, ongoing trust ... You will also represent clients, or their fiduciaries, in estate and trust administration settlement and, when necessary, in tax controversies involving… more
- Williams Parker (Sarasota, FL)
- …in Sarasota, Florida. We are particularly interested in attorneys who focus on trust & estate litigation, commercial litigation (with or without bankruptcy), and ... success across a broad spectrum of legal matters. Experience in trust & estate litigation, commercial litigation (with or without bankruptcy), and construction… more
- Truist (Fort Myers, FL)
- …real estate , closely held business, and mineral/oil/gas portfolio of trust owned assets. Provide administrative and operational support to Privately Held ... loan, products, operating systems unique to line of business, including trust and estate 3. Demonstrate strong knowledge of bank policy and procedures 4.… more
- Adecco US, Inc. (Boca Raton, FL)
- …a professional financial services environment and gain valuable experience in estate administration and trust account management. If Administrative Assistant ... Microsoft Office Suite (Word, Excel, Outlook, PowerPoint). * Working knowledge of trust administration or estate settlement processes preferred. * Strong… more
- JPMorgan Chase (Miami, FL)
- …work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve ... to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help devise customized financial strategies for… more
- JPMorgan Chase (Miami, FL)
- …managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning ... and retention through a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is...Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation… more