- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and/or and manage new risk management processes and business continuity for trust operations . Provides training and guidance to less experienced associates. ... senior management team in disaster recovery efforts, to facilitate RTO for trust critical operations *Proactively highlights issues and risks for program… 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
- Truist (Jupiter, FL)
- …experience. 2. Minimum 5 years of experience in high-net-worth, family office, or trust company operations . 3. Strong General Ledger accounting knowledge with an ... emphasis on Account Receivables; Account Payables; Expense Management (Bill Pay). 4. Knowledge and creation of financial reporting such as Balance Sheet and Income Statements. 5. Effective communication, time management, and interpersonal skills. 6. Strong PC… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …integrity, and regulatory compliance. Additionally, this role oversees AML governance and operations functions for Bank & Trust . This role demands strategic ... VP, AML Officer for the Raymond James Bank and Trust businesses, you will oversee and execute an anti-money...and mitigation, especially tailored to banking and fiduciary service operations . You will serve as a trusted advisor to… more
- Bank of America (Destin, FL)
- …Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations , etc.) + Prior trend analysis experience + Strong ... relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access… more
- UMB Bank (Tallahassee, FL)
- UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal ... marketplaces. Our trust services reach beyond traditional offerings to servicing ABS,...including; compiling performance data, record keeping, coordinating activities with operations staff, working with custodian banks and client staff,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad scope and ... * Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * May participate as a voting member of the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …capital and liquidity risk management, as well as regulatory reporting for a national trust bank and a state-chartered trust bank. This role requires expertise ... reviews with RJF Accounting to validate finalized financial statements for the Trust entities and to address questions related to transactional activity or reporting… more
- JPMorgan Chase (Tampa, FL)
- …products. As a Senior Lead Software Engineer at JPMorgan Chase within the Payments Trust and Safety Technology group, you will play a crucial role in an agile ... decisions that influence the product design, application functionality, and technical operations and processes + Serves as a function-wide subject matter expert… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Establish and monitor robust internal control frameworks tailored to fiduciary operations , ensuring audit readiness and regulatory compliance. + Remain up to date ... compliance with accounting policies. + Direct tax compliance for tax-exempt trust clients, ensuring timely filings, minimizing risk, and aligning with evolving… more