• Privately Held Investment

    Truist (Fort Myers, FL)
    …portfolio of trust owned assets. Provide administrative and operational support to Privately Held Investment Officers. Help coordinate with other ... and training + Participate in special projects for the Privately Held Investments team + Contribute to...Seven years in the role as a Fiduciary Support Specialist , trust experience, investment , banking or financial… more
    Truist (11/22/25)
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  • Staff Accountant

    Robert Half Finance & Accounting (North Miami, FL)
    Description Company Overview: We are a privately held family office that manages a diverse portfolio of investments, real estate holdings, and personal assets. ... right candidate's experience and skills. The position may range from an Accounts Payable Specialist , to a Bookkeeper, or to a more seasoned Accountant with family… more
    Robert Half Finance & Accounting (10/09/25)
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