- Canandaigua National Bank & Trust (Sarasota, FL)
- …field. + Minimum of seven (7) years of experience relating to financial and estate planning . + Currently holds CTFA designation. Location: 1819 Main Street, ... a Trust Officer II of CNTF you will: + Provide trust and estate services, including estates, personal trusts, and guardianships, to the Greater Sarasota and… more
- Fox Rothschild LLP (West Palm Beach, FL)
- …candidate will have a strong background with at least two years of experience in estate planning , probate, and trust administration. The ideal candidate will ... work closely with high-net-worth clients and family offices to develop comprehensive estate and tax planning strategies. Experience with creating and/or… more
- KeyBank (Palm Beach Gardens, FL)
- …Specialists (ISSs) and RMs to retain and expand existing client relationships. Reviews client estate planning and trust documents and advises RMs, attorneys, ... determine duties and responsibilities of bank. Identifies and resolves potential trust and estate tax- related issues. Applies sound fiduciary judgment to … more
- BMO Financial Group (West Palm Beach, FL)
- …Investment Management + In-depth / expert knowledge of fiduciary laws including estate planning techniques, relevant tax regulations. + Seasoned professional ... Provides high quality sales and service to Trust & Estate clients to deliver...programs of varying scope and type, including readiness assessments, planning , stakeholder management, execution, evaluation and sustainment of initiatives.… more
- Williams Parker (Sarasota, FL)
- … accounts and assisting with the liquidation and transfer of property. Paralegals in estate planning and probate law research the law and local court rules ... Paralegal to join our client-centric team in handling high-volume, complex probate and trust administration in the Sarasota, FL area. Why this role is important The… more
- American Heart Association (St. Petersburg, FL)
- …(JD) (law degree) + At least three (3) years of experience + Knowledge of estate planning techniques, probate & trust administration + Ability to manage ... electronic document depository + Communicates and coordinates bequest activities with estate / trust representatives and attorneys. Collaborate with all parties to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in the securities industry. * Financial markets and products. * Principles of estate planning , trusts and securities industry operations. * Various security ... manage prudent investment of fiduciary and other discretionary assets held in Trust accounts while working in concert with Financial Advisors. Leads defined… more
- US Bank (Naples, FL)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame, acquire, and ... Our teams advise clients holistically and comprehensively on wealth and estate planning , investments, banking, credit, insurance, charitable giving, and… more
- US Bank (Sarasota, FL)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame, acquire, and ... their financial objectives. Our teams advise clients holistically on wealth and estate planning , investments, banking, credit, insurance, charitable giving, and… more
- PNC (Vero Beach, FL)
- …customer communications or presentations to provide fiduciary advice and introduces planning concepts to meet client needs for assigned accounts. Prepares and ... Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments **Competencies** Account Management,… more
Recent Jobs
-
Sports Performance Coach - Per Diem
- St. Luke's University Health Network (Stroudsburg, PA)