- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** + Administers trust and estate settlements in accordance with statutes and regulations. + Participates in the income ... defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to...beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May… more
- JPMorgan Chase (Miami, FL)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... for estate tax purposes, it is the Estate Officer 's role to oversee the administration...Officer 's role to oversee the administration of the estate or terminating includable trust . Job Responsibilities:… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …exceed our clients' expectations. In some cases may be assigned to a more senior officer as an Associate Trust Officer / Trust Administrator during the ... through experience and/or formal training to administer basic-level personal trust , estate , and custody accounts. Fulfills the...a daily basis through the use of the administrative officer 's trial balance. . Instructs the assigned trust… 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 ... office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.… more
- 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
- 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
- Anywhere Real Estate (Inverness, FL)
- **What you'll do:** You are the key to home ownership. As an escrow officer , you're the human link between our process and people. You're there at the beginning, ... **Business builder:** Reaching out to new agents, earning their confidence and trust , and creating opportunities to market our business; retaining agents by… more
- Banc of California (Sarasota, FL)
- …resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The HOA Lending Officer is responsible for originating and managing loans to HOAs including capital ... improvement loans, maintenance funding, and other community-based-financing solutions. The officer will work closely with the Regional Account Executives to provide… more
- First Horizon Bank (Orlando, FL)
- …specialized position responsible for reviewing and understanding the Commercial Real Estate Loan approval/request, providing thorough, objective analysis of the Loan ... established limits or refer loan to RM or Credit Officer for further approval/override as provided by Policy. +...education and experience in banking, construction and/or commercial real estate . + Microsoft Office suite **About Us** First Horizon… more
- Allied Universal (Coral Gables, FL)
- …will be expected to deliver outstanding customer service and clear communication, building trust and rapport with those you encounter. At Allied Universal, we value ... + Support operations across a range of environments including commercial real estate , healthcare, and education + Receive site-specific training and guidance from… more