- 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
- Wells Fargo (Palm Beach, FL)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts , custody, tax, specialty assets, ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- M&T Bank (North Palm Beach, FL)
- …and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates , as well as industry standards and practices. + ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with supervisory interaction and support. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other ... and ability to learn software applications including computer based trust accounting systems and other common estate ...based trust accounting systems and other common estate planning software programs. **Ability to** + Function in… more
- Williams Parker (Sarasota, FL)
- …or more of these areas. Our litigation practice includes trusts and estates , business, employment, real estate , construction, and bankruptcy, as well as ... Florida. We are particularly interested in attorneys who focus on trust & estate litigation, commercial litigation (with or without bankruptcy), and construction… more
- First Horizon Bank (Coral Gables, FL)
- …Exhibits depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset ... at location listed in job posting. **Summary** : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and… more
- Williams Parker (Sarasota, FL)
- …Bar in the near future. Our litigation practice includes trusts and estates , business, employment, real estate , construction, and bankruptcy, as well as ... understanding client needs and delivering responsive, high-quality service. Builds trust through professionalism, clear communication, and a collaborative approach… more
- University of Miami (FL)
- …concentration in Real Estate Law, Immigration law, Family Law, Wills and trusts , Employment Law, and other law-related areas will be reviewed as received, and ... and resume indicating their expertise and experience in Real Estate Law, Immigration law, Family Law, Wills and ...Estate Law, Immigration law, Family Law, Wills and trusts , Employment Law, and other law-related areas. For more… more
- Truist (Orlando, FL)
- …and regular easements including collateral types of Securities, Real Estate (1-4 Family and Commercial), Marine, Auto, Boat/Motor/Trailer, CD/Savings, Unsecured. ... are followed. 4. Review and approve Power of Attorney, Trust documentation to ensure legal and policy guidance is...studies. 2. Experience in reviewing more complex documentation including Trusts , Power of Attorney. 3. Knowledge in various types… more
- PulteGroup (Tampa, FL)
- Ensuring smooth and secure real estate closings for all involved in the transaction. PGP Title is where real estate closings meet precision, care, and teamwork. ... title commitment + Assist Legal Department with review of trusts , wills, corporation and partnership documents and any additional...of underwriting policies and guidelines + Knowledge of real estate law and title and escrow curative procedures +… more