- Bank of America (Fort Lauderdale, FL)
- …Bank fiduciary accounts. In-depth knowledge of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal ... Management firm or Trust Company + Experience working with trust officers/ fiduciary specialists and making fiduciary related risk-reward decisions +… more
- KeyBank (Palm Beach Gardens, FL)
- …- Palm Beach Gardens, Florida 33410 ABOUT THE JOB (JOB BRIEF): Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and ... and reputation Advises Relationship Managers (RMs) and other partners on internal fiduciary issues. Trust Administration Administers complex fiduciary … more
- Comerica (Palm Beach Gardens, FL)
- Job Description Trust Advisor IV - Ultra High Net WorthOur Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows ... clients to take advantage of Comerica Bank & Trust , NA's professional trust administration capabilities, as...related activity and responding quickly to requests. Works with Fiduciary Strategists to develop new business through our partners.… more
- Truist (Orlando, FL)
- …emphasis on Business or Finance 2. Significant experience (over 10 years) in Trust Administration , Fiduciary oversight and new business activities for Personal ... other locations as needed. JOB SUMMARY Reports to the Fiduciary Director and is responsible for the successful day...day to day execution and leadership of all the Trust Administration, New Business Engagement Risk Oversight, Compliance and… more
- Regions Bank (Orlando, FL)
- … principles and regulatory and tax matters relating to the administration of trust accounts + Demonstrated knowledge of fiduciary products and services, ... including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts **Preferences** + Advanced degree… more
- JPMorgan Chase (Miami, FL)
- …to ensure that the trust 's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in ... Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within...Trust and Estates business; either at a corporate fiduciary or a law firm + Solid Client Relationship… more
- Truist (Winter Park, FL)
- …perform the essential functions. 1. 3+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related ... Ability to travel, occasionally overnight Preferred Qualifications: 1. Undergraduate degree 2. Trust School attendee or graduate 3. Fiduciary experience a plus… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …responsibilities as assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + Trust and fiduciary services operations, regulations, and risk exposures. ... Management Director** to lead second line of defense risk oversight for **RJ Trust and RJ Trust Company of New Hampshire** . This newly created role is part of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …personal trust , estate, and custody accounts. Fulfills the duties of Raymond James Trust (RJT) as a fiduciary or custodian in accordance with the terms of ... the governing instruments, local law, and sound fiduciary principles. Achieves the objectives of RJT as stated...assigned to a more senior officer as an Associate Trust Officer/ Trust Administrator during the development process.… more
- Citigroup (Miami, FL)
- …supports a Private Banker in delivering consistently high quality banking, credit, trust , fiduciary , capital markets and investment services to target market ... + Strong verbal and written communication skills. + Knowledge of banking, fiduciary , credit and investments required. + Excellent client facing service experience… more