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A premier Orlando law firm that specializes in commercial litigation, probate and trust litigation, and estate planning, is seeking an experiences commercial/fiduciary litigation attorney to join their growing firm.
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As a member of the Simmons Bank Wealth Management team, this individual works within a fee-only, fiduciary standard of care environment to develop and grow meaningful relationships by providing personalized investment service for high-net-worth individuals, families, and institutions.
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Licenses Preferred: Certified Trust and Fiduciary Advisor (CTFA) Complies with Bank Secrecy Act (“BSA”), OFAC Anti-Money Laundering (“AML”), and USA PATRIOT ACT policies, procedures, by properly verifying the identity of any person/business an account, maintaining records of the information used to verify each costumer and consulting lists of known terrorists before opening an account.
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Extensive knowledge of personal trusts, estates, custodies, agencies, guardianship and retirement accounts, fiduciary and federal regulations. Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary discretion as appropriate.
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Chief Fiduciary Officer. Detailed knowledge of fiduciary and trust administration. The Senior Wealth Management Officer directs and coordinates activities relative to administering investment management accounts, creating and administering personal trusts, court-ordered guardianships, and other fiduciary accounts in accordance with the terms of the trusts, wills, court orders, or other governing documents.
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The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. Institutional Asset Management (IAM) track: For over 75 years, PNC Institutional Asset Management has been managing investment portfolios, providing sound advice as an Outsourced Chief Investment Officer (OCIO), Fixed Income manager and core Real Estate provider.
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Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred. The Senior Trust Officer maintains a book of fiduciary and investment management accounts.
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Execute the terms of any estate plan or document in which DTC serves as trustee, executor, personal representative, guardian, or agent for fiduciary, often exercising broad discretion for beneficiaries with competing interests.
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Provide expert advice, information, and specialized training to the Wealth Management Risk Manager (WMRM), governance committees, senior leaders, and team members on complex risk management and fiduciary compliance issues.
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Neither HorsePower Brands and its affiliates, including HPB Recruitment LLC nor Bumble Bee Blinds shall be deemed a joint employer of the others employees, and nothing in this Agreement shall be deemed or construed to create a joint venture, partnership, fiduciary, or agency relationship between the Parties for any purpose.
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We are seeking a full-time litigation associate attorney with two to four years’ experience who has extraordinary compassion and outstanding organizational and communication skills to assist our litigation partner in fiduciary duty litigation, contested guardianships/conservatorships, and a wide array of ancillary business disputes while providing outstanding results and customer service to our clients.
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Responsible for the administration of GTB insurance programs (Property/Casualty, General Liability, Auto, Inland Marine, Crime/Fiduciary, and Workman's Compensation). The Director of Risk Management works under the direction of the Economic Development Corporation (EDC) Chief Executive Officer (CEO) with indirect working relationships to the GTB Governmental Tribal Manager, EDC General Managers, Resort General Manager and the Grand Traverse Economic Development Corporation (GTED) CEO. This position is responsible for risk management, safety, and Grand Traverse Band (GTB) insurances (e.g. property, casualty, auto, general liability and other insurances.
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Customer experience, thought leadership, collaboration, fiduciary responsibilities, and security as a mindset are how we deliver quality products and services to our customers. This position implements or manages technologies including Palo Alto firewall, VPN and SD-WAN, Cisco Meraki wireless, Cisco ISE and DNA as well as SolarWinds Orion in a small team.
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As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$119,490 - $238,680 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Commercial/Fiduciary Litigation Attorney Signing Bonus Included. Bloodworth Law, PLLC, is an Orlando based business and fiduciary services law firm. 3+ years handling commercial litigation and/or fiduciary litigation.
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fiduciary job
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