- Williams Parker (Sarasota, FL)
- Williams Parker, the region's oldest law firm - with the area's largest Trusts & Estates practice group - is actively seeking experienced Trusts & Estates ... team in Sarasota, Florida. Our robust practice is welcoming Trusts & Estates attorneys ideally with 3-10...You will also represent clients, or their fiduciaries, in estate and trust administration and, when necessary,… more
- 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 ... and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts , charitable trusts , and specialized… 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
- Regions Bank (Orlando, FL)
- …tax, philanthropic and estate planning and advice, legal, insurance, real estate , asset management, trusts , estates , wills, IRAs, qualified retirement ... Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client...Administrator to oversee the set-up, implementation and administration of trusts , estates , IRAs, IMAs and custody accounts… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …skills obtained through experience and/or formal training to administer basic-level personal trust , estate , and custody accounts. Fulfills the duties of Raymond ... tax law in the administration of revocable and irrevocable trusts and decedent's estates . . Maintains a...well as word processing and spreadsheet programs. . Assist Trust Officers in estate administration, including confirming… more
- Wells Fargo (Boca Raton, FL)
- …to quickly learn and develop advanced level use of software systems utilized by Trust and Real Estate Asset Management Services **Job Expectations:** + Ability ... a Senior Fiduciary Specialty Asset Manage to support Real Estate Asset Management Services within its Wealth & Investment...with confidence. WIM is also a leading provider of trust and fiduciary services, including a number of specialized… more
- Lumen (Tallahassee, FL)
- …building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress. We're looking for top-tier talent and offer ... and shape the future. **The Role** As a part of the Real Estate Transactions & Analysis Team, this position provides professional leadership in managing corporate… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …meetings, conference calls and seminar events. * Answers Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other ... office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.… more
- Healthpeak Properties, Inc. (Miami, FL)
- Healthpeak Properties is a fully integrated real estate investment trust (REIT) and an S&P 500 company. We specialize in owning, operating, and developing ... high-quality real estate focused on healthcare discovery and delivery. Our impressive...Living centers. POSITION RESPONSIBILITIES Healthpeak is seeking a Real Estate Administrator to assist in directing and coordinating activities… 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
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