- Williams Parker (Sarasota, FL)
- …Parker, the region's oldest law firm founded in 1925 and home to the area's largest Trusts & Estates practice group, is actively seeking experienced Trusts & ... The scope of work includes wills, revocable and irrevocable trust planning, estate and gift tax strategies,...near future, we encourage you to apply. As a Trusts and Estates attorney with Williams Parker,… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- …+ Related legal /business experience in the financial services industry, including trust and estate planning experience required. + CTFA (Certified Trust ... Canandaigua National Trust Company Florida (CNTF) is responsible for providing trust and estate services to customer relationships within the bank's market… more
- Williams Parker (Lakewood Ranch, FL)
- …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 largest and ... 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
- Truist (Orlando, FL)
- …administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts , special needs trusts , investment ... planning strategies and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help...or Institutional Investment Management industry with 5+ years in Trust Administration. 2. Strong knowledge of estate … more
- Fifth Third Bank, NA (Tampa, FL)
- …high-quality fiduciary solutions to clients. This role involves managing personal trusts , ensuring compliance with legal and regulatory requirements, while ... of complex trust accounts, ensuring compliance with trust documents, legal requirements, and company policies....+ Minimum of 8 -10 years of experience in trust and estate administration, with a proven… more
- Oracle (Tallahassee, FL)
- …Cloud ERP because we connect thousands of companies with enterprise products they can trust . This is your opportunity to use your experience with ERP/ERM/CX Sales & ... assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and pet insurance The role… more
- US Bank (Palm Beach, FL)
- …what you excel at-all from Day One. **Job Description** Reviews and interprets trust agreements, wills and other estate planning documents where the bank ... work experience - Eight or more years of personal trust and/or estate planning experience Preferred Skills/Experience...Advanced knowledge of estate settlement, gifting, income, estate and multi-generational taxation and trusts -… more
- Insight Global (Orlando, FL)
- …Officer to support their business in Orlando, FL. A typical day involves managing trust accounts to ensure compliance with legal and company standards, making ... closely with clients to understand their financial goals, explain trust decisions, and collaborate with legal , tax,...foundation for this newer Wealth Division. *Strong understanding of trust and estate laws, tax regulations, and… more
- BMO Financial Group (Sarasota, FL)
- …and estate planning needs. * Work collaboratively with internal colleagues from Investments, WM Legal , Trust Real Estate & Special Assets, and Trust ... This is a senior-level role requiring in depth knowledge of trust administration, estate planning concepts, and fiduciary principles, along with the skills and… 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 ... a broad spectrum of legal matters. Experience in trust & estate litigation, commercial litigation (with or without bankruptcy), and construction litigation… more