- 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 ... on a daily basis through the use of the administrative officer 's trial balance. * Instructs the assigned trust administrators of those actions to be taken in the… 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: ... of reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required Proficiency Training… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad scope and ... and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve… more
- Citigroup (Tampa, FL)
- …Onboarding, Implementation, Administration, and Termination according to the Agency & Trust deal agreements. + Support with the Implementation activities of ... apply internal require controls in accordance with Agency & Trust contracts. + Ensure all requests are process within...+ Produce local regulatory reports related to Agency & Trust business required by Regulators for Latin American Countries.… 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 ... type, and selection of investments. Performs annual reviews for trust accounts. * During annual review, identifies accounts that...client and Financial Advisor meetings to discuss investment of trust accounts as needed * Attends and presents at… more
- Bank OZK (Clearwater, FL)
- …work experience, required. + 7+ years of work experience in a trust /wealth management function or other job-related experience, required. + CFA designation or ... progress towards receiving a CFA Designation, preferred. Job Expectations Job Expectations: O perate customary equipment and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job… 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
- HSBC (Aventura, FL)
- …is a strategic priority for HSBC and the role of a Wealth Relationship Officer (WRO) is a key supporting role in the achievement of the proposition objectives. ... The securities licensed Wealth Relationship Officer provides sales support to registered securities representatives, as...follow through client purchase process requirement + Enhance client trust in HBUS and Wealth's capability of meeting client… more
- City National Bank (Tallahassee, FL)
- *EXTERNAL LOAN OFFICER ASSISTANT- MORTGAGE BANKING* WHAT IS THE OPPORTUNITY? An external mortgage loan officer assistant (LOA) provides support to one or more ... process, and ensuring smooth communication between all parties involved. The loan officer assistant is responsible for the identification and receipt of all… more
- Sunstates Security (Gibsonton, FL)
- Security Officer - Part Time - Flex - $20/hr...we do, focusing all efforts on honor, integrity, and trust . If you're searching for a career with challenging ... Security is currently hiring for a Part Time Flex Officer in the Gibsonton area of Tampa withweekly pay.This...entry level position. Available Shift: + Part- Time Flex officer position with variable hours Requirements: + Active Florida… more