- KeyBank (Naples, FL)
- …of KeyBank as a corporate fiduciary post-death of clients by providing expert trust and estate settlement administration and counsel to High-Net-Worth clients ... and their beneficiaries. Actively manages trust and estate settlement administrations, in accordance with established policies and procedures, to a high… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- Trust Officer II Canandaigua National Trust...Officer II of CNTF you will: + Provide trust and estate services, including estates, personal trusts, ... the administration and discharge of the bank's legal/fiduciary responsibility for all assigned trust and estate accounts. + Complete analysis of requirements of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …meetings, conference calls and seminar events. * Answers 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
- Wells Fargo (Palm Beach, FL)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans,… more
- Bank of America (Naples, FL)
- Senior Trust Officer Naples, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and...areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive approach to… more
- KeyBank (Naples, FL)
- …to determine duties and responsibilities of bank. - Identifies and resolves potential trust and estate tax- related issues. - Applies sound fiduciary judgment ... to retain and expand existing client relationships. - Reviews client estate planning and trust documents and advises RMs, attorneys, etc. on recommended changes.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …manage prudent investment of fiduciary and other discretionary assets held in Trust accounts while working in concert with Financial Advisors. Leads defined ... objective, security type, and selection of investments. Performs annual reviews for trust accounts. * During annual review, identifies accounts that need action per… more
- PNC (Vero Beach, FL)
- …Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments **Competencies** Account Management, ... Accuracy and Attention to Detail, Business Development, Effective Communications, Fiduciary Responsibilities, Problem Solving, Selling. **Work Experience** Roles at this level typically require a university / college degree, with 5+ years of industry-relevant… more
- Anywhere Real Estate (Winter Springs, 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
- First Horizon Bank (Naples, FL)
- …people in one of the biggest purchases of their lives? Being a mortgage loan officer is a meaningful role for you to assist both first-time and seasoned homebuyers ... with real estate transactions. This role puts you in the driver's...options that are as lucrative as a mortgage loan officer . You'll have the opportunity to achieve extraordinary income… more