- American Heart Association (St. Petersburg, FL)
- …electronic document depository + Communicates and coordinates bequest activities with estate / trust representatives and attorneys. Collaborate with all parties to ... least three (3) years of experience + Knowledge of estate planning techniques, probate & trust administration...MS Office products + Ability to travel up to 5 % local and overnight stay **Preferred Experience:** + Ability… more
- Truist (Coral Gables, FL)
- …of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, ... of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services,… more
- Truist (Orlando, FL)
- …documentation to ensure policies are followed. 4. Review and approve Power of Attorney , Trust documentation to ensure legal and policy guidance is followed. ... and regular easements including collateral types of Securities, Real Estate (1-4 Family and Commercial), Marine, Auto, Boat/Motor/Trailer, CD/Savings,... 5 . Maintain a strong understanding of retail, small business… more
- MyFlorida (Tampa, FL)
- …. Requisition No: 853484 Agency: Office of the Attorney General Working Title: INVESTIGATION SPECIALIST II - 41000990 ... can be found: https://www.myfloridalegal.com/consumer-protection Pay: $43,260.10 Annually Qualifications: + 5 years of relevant experience (experience in law enforcement,… more
- Deloitte (Jacksonville, FL)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax...do and the clients and industries/sectors you serve + 5 + years of public accounting experience (at least 3… more