- Raymond James Financial, Inc. (St. Petersburg, FL)
- … of trust accounts as needed * Attends and presents at monthly Trust Investment Committee meeting. * Ensures portfolios are compliant with company policies ... and securities industry operations. * Various security types. * Investment management concepts as they pertain to trust... Investment management concepts as they pertain to trust accounts. **Skill in:** * Preparing and delivering written… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Strategy, Compliance and Risk Management** + Create and implement an attractive trust investment platform that allows advisors to maintain deep and ... review of product trends and offerings that may be suitable for the trust investment platform as well as research and other due diligence resources available to… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- Trust Officer II Canandaigua National ...a diversified team of highly credentialed representatives, the finest trust officers, and a suite of investment ... of personal service that builds long-term relationships. As a Trust Officer II of CNTF you will:...the company's role. + Have a thorough knowledge of investment and trust related products and services.… more
- Bank of America (Jacksonville, FL)
- Trust Officer II (TO II) Jacksonville, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... to learn, grow, and make an impact. Join us! ** Trust Officer II (TO II), Private Banking,...trustee is exercising discretion, managing risk, and conducting periodic trust reviews + Supports investment management accounts… 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 ... investment goals and requirements for the achievement of trust objectives, the establishment of an appropriate asset allocation,...a daily basis through the use of the administrative officer 's trial balance. . Instructs the assigned trust… more
- Raymond James Financial, Inc. (FL)
- …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review ... industry operations. * Financial markets, products, financial advisory function and investment process. **Skill in** : * Personal trust administration.… more
- Raymond James Financial, Inc. (FL)
- …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review ... industry operations. * Financial markets, products, financial advisory function and investment process. **Skill in** : * Personal trust administration.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review ... industry operations. * Financial markets, products, financial advisory function and investment process. **Skill in** : * Personal trust administration.… 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 ... Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team… more
- M&T Bank (Vero Beach, FL)
- …expanding, and retaining client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… more
- Wells Fargo (Palm Beach, FL)
- …provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research,… more
- PNC (Vero Beach, FL)
- …in this position. **Preferred Skills** Decision 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 /… more
- Bank of America (Palm Beach, FL)
- Wealth Management Lending Officer Palm Beach, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... investment products and services for individuals, companies, and institutions....their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are… more
- Bank of America (Miami, FL)
- …for high net worth clients. The MIE serves as the market's chief investment officer , helping to communicate the firm's thought leadership. Responsibilities ... Market Investment Executive Miami, Florida **Job Description:** Job Description...Market Executive, overseeing a team of Portfolio Managers and/or Trust Officers. Based on the needs in the division,… more
- Bank OZK (Fort Lauderdale, FL)
- …market-wide business development plan in conjunction with the Managing Director, Chief Development Officer , Investment Advisors, and other Trust officers in ... Job Purpose & Scope Responsible for developing, managing, and maintaining revenue generating investment and trust relationships and assists in the development of… more
- Citigroup (Miami, FL)
- …supports a Private Banker in delivering consistently high quality banking, credit, trust , fiduciary, capital markets and investment services to target market ... A Service Officer provides service support to the Citi Private...with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and… more
- JPMorgan Chase (Palm Beach, FL)
- …a Financial Planner for certain clients * an Insurance Specialist for certain clients * a Trust Officer in instances where we deliver trust services to the ... individuals and institutions. + A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, tax considerations,… more
- MyFlorida (Tallahassee, FL)
- … trust companies, loan originators, mortgage lenders, securities dealers, investment advisors, consumer collection agencies and money transmitters throughout the ... with the Planning & Budgeting Administrator, the Chief Operating Officer , and the Commissioner of the Office of Financial...with periodic reporting to the Commissioner and Chief Operating Officer and other stakeholders as assigned by the Planning… more
- Cherry Bekaert (Tallahassee, FL)
- …closings + Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner Community Development ... in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + Actively managing… more
- PagerDuty (Tallahassee, FL)
- …of the Fortune 500 and nearly 70% of the Fortune 100 trust PagerDuty as essential infrastructure. Join us. (https://careers.pagerduty.com/) At PagerDuty, you'll ... President, North America Customer Success,** you will be reporting to the Chief Customer Officer of PagerDuty. You will have the responsibility for leading a team of… more