- 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
- Bank OZK (Clearwater, FL)
- …client portfolios including asset management, research, and analysis for all investment products including but not limited to individual securities, mutual funds, ... + Responsible for the daily management and administration of client investment portfolios in accordance with departmental policies and procedures. + Understands… more
- JPMorgan Chase (Miami, FL)
- …lifetime or upon their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trusts. Job Responsibilities: ... + Analyze trust documents for legal, tax, administrative and ...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… 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
- City National Bank (Tallahassee, FL)
- …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange ... *EXTERNAL LOAN OFFICER ASSISTANT- MORTGAGE BANKING* WHAT IS THE OPPORTUNITY?...DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client… more
- City of Boynton Beach (Boynton Beach, FL)
- Police Officer (Certified) Salary $73,000.00 Annually Location Boynton Beach, FL Job Type Full Time Job Number 2024-1105 Department Police Opening Date 11/05/2024 ... peace and safety, protecting life and property, and promoting community engagement and trust for the third largest municipality in Palm Beach County with an… more
- City National Bank (Tallahassee, FL)
- …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange ... *SALES OFFICER SENIOR- TREASURY MANAGEMENT* WHAT IS THE OPPORTUNITY?...DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client… 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
- PNC (Palm Beach, FL)
- …managing investment portfolios, providing sound advice as an Outsourced Chief Investment Officer (OCIO), Fixed Income manager and Defined Contribution and ... significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and preparation process. * Advanced concepts, principles and practices of personal trust administration process. * Fundamental investment concepts, practices and ... Duties and Responsibilities:** * Responsible for assisting the Chief Fiduciary Officer in providing early intervention on fiduciary problems and risk matters… more