- Truist (Winter Park, FL)
- …Demonstrate an understanding of the operating systems unique to line of business, including trust and estate 3. Demonstrate strong knowledge of bank policy and ... days a week* Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent clients.… more
- Regions Bank (Orlando, FL)
- …for clients and prospects. Wealth planning issues include, but are not limited to, estate and trust planning, taxation (including income, gift and estate ), ... an in-depth strategic analysis to assist them in fulfilling their retirement, estate , business succession, and other financial goals. The PWS leads the wealth… more
- Fox Rothschild LLP (Sarasota, FL)
- …limited to corporate, litigation, bankruptcy, labor & employment, tax, real estate , estate planning, estate administration, trust planning, trust ... administration, and intellectual property matters) and define relationships within the conflicts-of-interest system. + Determine when it is appropriate and/or necessary to escalate an issue to the Conflicts Counsel, or the General Counsel's Office.… more
- MyFlorida (Tallahassee, FL)
- …Must be a member of Good Standing with the Florida Bar. Position of Special Trust Requirement: This position is designated as a Position of Special Trust in ... accordance with DEP Directive 422, Positions of Special Trust or Responsibility. Successful completion of background screening will be required for this position.… more
- Cherry Bekaert (Tampa, FL)
- …of property tax strategies to optimize tax liabilities across the company's real estate portfolio. + Ensure timely and accurate filing of property tax returns and ... years of experience in property tax management, preferably within a real estate organization, public accounting firm, or corporation with significant real estate… more
- Cherry Bekaert (Tallahassee, FL)
- …property tax strategies to optimize tax liabilities across the company's entire real estate portfolio. + Oversee the timely and accurate filing of all property tax ... portion in a leadership or senior role, preferably within a large real estate organization, public accounting firm, or a major corporation with extensive real … more
- CBRE (Tampa, FL)
- …and service level agreements (SLAs). + Develop, implement, and continuously refine " trust but verify" procedures to help validate vendor changes, ensuring accuracy ... and our people. Our work is guided by our North Star: Crafting the real estate solutions of tomorrow, so businesses and people thrive. Coming to work for CBRE, you… 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 retain ... Our teams advise clients holistically and comprehensively on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary… more
- University of Miami (FL)
- …as well as subject matter experts in a variety of areas, including trust administration, family office management, healthcare law and compliance, cyber law and ... information privacy, AI and the law, real estate law, and more. The courses, which are aimed...interest will not be reviewed. Areas of Immediate Need: Trust Administration/Wealth Management Family Office Management Employment Law and… more
- City National Bank (Tallahassee, FL)
- …originating residential mortgage loans by developing business relationships with real estate professionals, builders and other potential referral sources this role ... referrals and community involvement * Establish and maintain relationships with real estate agents, builders, financial planners, and other key referral sources. *… more