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Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary discretion as appropriate. The Trust Officer is responsible for the oversight and management of personal trusts, estates, agencies and investment management accounts.
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Will meet with clients, co-trustees and beneficiaries to ensure BNY Mellon is adhering to the highest fiduciary standards as trust advisor to multi-generational families. The Principal (Senior Fiduciary Specialist) administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY Mellon as trustee.
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JMLTCC is one of two skilled nursing facilities owned and operated by Miami-Dade County, Public Health Trust and Jackson Health System to assist Jackson Memorial Hospital with the timely discharge of patients who cannot be easily discharged from the hospital to home or other community nursing homes.
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At a glance, DGR Systems was founded in 2009 in Tampa, Florida and provides full-service solutions in the areas of Modern Workplace (Endpoint Solutions, Collaboration), Security (Identity and Access Management, Zero Trust, Information Protection) Modern Infrastructure and Cloud, and Applications (Collaboration Apps, SQL Reporting, Power Platform.
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Influencer (active listener/observer of behavior; builds trust with those requiring coaching; creates a win/win need for change; tailors coaching style to the individual’s needs; recognizes and celebrates improvement to sustain change.
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Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA.
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You will concentrate your practice on estate planning, estate and trust administration and related litigation. Additionally, you will routinely draft and advise clients with respect to wills, trust agreements, powers of attorney, health care proxies and all other documents necessary to accomplish their estate planning objectives.
$140,000 - $180,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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This includes liability, umbrella, employment practices/crime/fiduciary, workers compensation, cyber liability, and directors & officers. The candidate is responsible for implementing and maintaining a system of internal controls that will ensure the company assets are adequately safeguarded and that all financial reporting is prepared in compliance with Amadeus financial policies.
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Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance. Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
$65,000 - $65,500 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Works with the TCT team to promote health and wellness in Dade County Public Schools, according to the guidelines and requirements of MCH and The Children's Trust. Ability to work well with team members, upholding the standards established by MCH and The Children's Trust.
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The Private Client Service Associate will support other team members (Relationship Managers, Trust Advisors or Investment Advisors) and provide consistent and accurate administrative, analytical and service support.
$25 - $37.25 an hourExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Knowledge of Florida trust administration as well as knowledge of Asset Protection and closely held business matters is desired. The right candidate will have experience in the areas of U.S. estate planning and administration with a background/focus on tax and wealth transfer planning for high-net-worth individuals within and outside the United States, as well as the representation of fiduciaries and beneficiaries in the administration of trusts and estates.
$120,000 - $140,000 a yearExpandUpdated Today - UpvoteDownvoteShare Job
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Shutts & Bowen, a full-service law firm serving clients locally, nationally, and internationally, is seeking a Trust & Banking Coordinator to join our firm. Open and close investment subaccounts for trust escrow deposits.
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As a Patient Coordinator , you will report to the Manager and perform daily front-office tasks and duties to help create lasting impressions and build trust and loyalty with patients. When you join our team as a Patient Coordinator , which at Aspen we call Patient Experience Coordinator, you will have the opportunity to give back to communities and positively affect patients' lives.
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Fiduciary administration: Subject matter expert on all fiduciary topics which impacts clients and have in-depth knowledge of WM’s fiduciary practices, policies and procedures. Client-focused work includes administration and planning projects as requested by the client, peer Fiduciary Specialists or Active Wealth strategic opportunities.
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fiduciary trust jobs in Miami, FL
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