- 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 ... for estate tax purposes, it is the Estate Officer 's role to oversee the administration...Officer 's role to oversee the administration of the estate or terminating includable trust . Job Responsibilities:… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant ... office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.… more
- Comerica (Fort Lauderdale, FL)
- …written communication, and priority setting. Position Responsibilities: Assist in the administration of estate and estate trust accounts by marshaling assets ... as an account administrator in a specific area of expertise to include trust administration, estate settlement, investments, insurance in a client service… more
- University of Miami (Miami, FL)
- …We are committed to values central to the Division-Service, Gratitude, Trust , and Partnership-which guide our strategic thinking, decision-making, and day-to-day ... interaction with each other and our stakeholders. General Overview: The Philanthropy Officer , DCC & UCARE Community Fundraising is responsible for achieving a yearly… more
- First Horizon Bank (Coral Gables, FL)
- …Exhibits depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset ... at location listed in job posting. **Summary** : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and… more
- PNC (Vero Beach, FL)
- …for developing client solutions and strategies, including lending, investment management, estate /retirement planning and trust administration. PNC Private Bank ... financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. The AMG Development Program is… more
- CIBC (Miami, FL)
- …strong partnerships with other business functions/units (ie Commercial, Commercial Real Estate , Asset Management within Private Wealth, cross-sell partners and loan ... Managers, Regional Managers, Head of Custom Credit, Chief Operating Officer and/or Group Head to jointly discuss the structure,...self to work and you live our values - trust , teamwork and accountability. At CIBC, we offer a… more
- PNC (Orlando, FL)
- …for developing client solutions and strategies, including lending, investment management, estate /retirement planning and trust administration. PNC Private Bank ... financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG draws individuals who… more
- Comerica (FL)
- …community involvement. Maintain knowledge of corporate banking, credit and non-credit products, trust , real estate , treasury management and other bank functions. ... at least 10% of the time. Qualifications Position Qualifications: First Level Officer , Relationship Manager I, Middle Market + Bachelor's Degree from an accredited… more
- Cherry Bekaert (Tampa, FL)
- …10.6 million square feet of new and improved commercial and industrial real estate . SFS's current portfolio consists of investments in areas with poverty rates as ... our clients' needs + Coordinating with The Innovate Fund (TIF) Chief Operating Officer and Cherry Bekaert staff on strategic planning initiatives + Other job-related… more