- Raymond James Financial, Inc. (St. Petersburg, FL)
- …In some cases may be assigned to a more senior officer as an Associate Trust Officer/ Trust Administrator during the development process. **Essential Duties ... through experience and/or formal training to administer basic-level personal trust , estate , and custody accounts. Fulfills the...tax law in the administration of revocable and irrevocable trusts and decedent's estates . . Maintains a… 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
- Williams Parker (Sarasota, FL)
- …region's largest and oldest law firm founded in 1925, is seeking a 1-5-year Real Estate Associate to join our growing team in Sarasota, Florida. As Sarasota's ... for their businesses and families through a variety of specialties. Our Real Estate practice group is looking for a motivated attorney with relevant experience.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …syndicated loan arrangements (secured by both Project Secured Loans and facilities to Real Estate Investment Trusts "REITs"), as well as direct lending to RJF ... to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships,… more
- Wells Fargo (Palm Beach, FL)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Associate Working at Wells Fargo | Jobs and Careers at Wells ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts , custody, tax, specialty assets,… more
- UMB Bank (Tallahassee, FL)
- **Commercial Real Estate Underwriter II-Arizona Remote** This role is responsible for assisting Real Estate Group (REG) relationship managers in the assessment ... and underwriting of new SBCRE (Small Balance Commercial Real Estate ) managed investment loans (non-owner occupied CRE loans $1,000,000 to $5,000,000) in accordance… 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...Must have a minimum high school diploma or GED, associate or bachelor's degree preferred + Previous exposure to… 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 ... region's largest and oldest law firm founded in 1925, is seeking a Litigation Associate with 1-5 years of experience to join our growing team in Sarasota, Florida.… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …concepts, practices and procedures used in the industry. + Principles of estate planning, trusts and securities industry operations. + Financial markets ... and products. + Effectively managing client relationships. + Strategic planning as part of client retention focus. + Gathering and compiling information and data. + Preparing and delivering written and oral presentations. + Operating standard office equipment… more
- WTW (Tampa, FL)
- …Together, we unlock potential. Learn more at wtwco.com . The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills ... Media & Telecom + Transportation & Logistics + Real Estate , Hospitality, & Leisure + Global Natural Resources The..., Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and… more