- JMI Resource (Tampa, FL)
- …and reliable Trusts & Estates Legal Assistant to support our attorneys in estate planning , trust administration, and related legal matters. This ... systems Schedule appointments, manage attorney calendars, and coordinate meetings Assist with estate planning , trust administration, and court filings… more
- ROOTH & ROOTH PA (Seminole, FL)
- …will communicate with clients, manage estate planning and estate administrations and prepare documents including trust administration and probate ... clients Prepare case-specific documents, including Petitions for administration and Trust administration documents, letters of instruction and emails and letters… more
- Triumph Professional Staffing (Boca Raton, FL)
- …experience to come from one of three areas: Fund Accounting Interacting with a Real Estate Investment Trust Working for (not with) a Private Equity Firm This ... in Boca Raton that is creating a new Real Estate related fund. They are looking to hire a...with a very generous bonus. Also, this is a succession- planning hire. They are looking for someone who could… more
- Superstein & Superstein PA (Hollywood, FL)
- …Partnerships, Estates and Trust High Concentration in taxation specializing in Real Estate , Foreign and General Tax Credit Optimization with tax planning . Do ... you want to reach your career goals and develop specialties in tax areas outside of the everyday mundane basic tax services? Our firm has a no compromise policy to perform services at the highest level. We do not believe in exhausting employees, we want you… more
- MOSKOWITZ CPA, PA (Hollywood, FL)
- …and strategic consulting for clients. Manage complex engagements for multi-entity, estate , trust , and international clients. Maintain professional client ... correspondence with exceptional verbal and written communication. Utilize firm systems and processes to ensure high-quality, efficient work. Collaborate with team members to deliver consistent, top-tier service. Qualifications: CPA license required. 10+ years… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- …normally required. + Related legal/business experience in the financial services industry, including trust and estate planning experience required. + CTFA ... Canandaigua National Trust Company Florida (CNTF) is responsible for providing trust and estate services to customer relationships within the bank's market… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …meetings, conference calls and seminar events. + Answers general Financial Advisor inquiries regarding estate planning , trust services, estate taxes and ... including computer based trust accounting systems and other common estate planning software programs. **Ability to** + Function in a professional office… more
- BMO Financial Group (Sarasota, FL)
- …client experience. This is a senior-level role requiring in depth knowledge of trust administration, estate planning concepts, and fiduciary principles, ... * Develop and maintain expertise as a subject-matter expert in the area of estate planning and personal trust administration to serve as an internal resource… more
- US Bank (Palm Beach, FL)
- …One. **Job Description** Reviews and interprets trust agreements, wills and other estate planning documents where the bank is acting as trustee, executor, ... or equivalent work experience - Eight or more years of personal trust and/or estate planning experience Preferred Skills/Experience - Advanced knowledge of … more
- Raymond James Financial, Inc. (Land O' Lakes, FL)
- …Business, or related field + Series 7 and 66 licenses + Familiarity with tax, trust and estate planning _Independent Financial Services and its employees ... This position blends financial planning support with client service excellence. You'll assist...Microsoft Office Suite + Proficiency in CRM and financial planning software + Exceptional communication skills + High attention… more
