Corporate Trust Finance Associate
BCG Attorney Search
Job Overview: A law firm seeks a Corporate Trust Finance Associate to join its Finance & Banking Practice Group in West Palm Beach, FL. This role offers a collaborative environment with opportunities for professional growth. Duties Represent trustees and collateral agents in structured finance transactions. Provide legal advice on structured finance matters. Draft, review, and negotiate transaction documents. Collaborate with attorneys and staff to deliver high-quality legal services. Requirements One to five years of structured finance experience. Experience representing trustees and/or collateral agents preferred. Licensed and in good standing in the state of practice. Education Juris Doctor (JD) degree required. Certifications Bar admission in the relevant state. Skills Strong work ethic and maturity. Effective communication skills. Benefits Professional growth and development opportunities. #J-18808-Ljbffr BCG Attorney Search
- BCG Attorney Search seeks a Corporate Trust Finance Associate to join its Finance & Banking Practice Group in West Palm Beach, FL. The role requires expertise in structured finance and offers a collaborative environment with ample opportunities for professional growth....Suggested
- ...providing customized wealth management and financial planning services. The firm serves high-net-worth families, individuals, businesses, trusts, and charitable entities with tailored strategies. CWM is overseen by Managing Member Christina Worley, a seasoned professional...SuggestedFull time
- ...are great with numbers AND people. As a trusted and reliable member of our team, you bring... ...You Bring Bachelor's degree in Finance, Business Administration, Accounting, Economics... ..., capital markets, investment sales or corporate finance. Advanced proficiency in...Suggested
- ...leadership, with frequent collaboration across Sales, Operations, Supply Chain, and IT. The role requires 3-5 years in FP&A or corporate finance, experience with Power BI, SQL, and planning tools, and strong communication skills to translate financial insight for non-...Suggested
$100k - $150k
...various federal income tax issues, including partnerships, S corporations, C corporations, timing issues and accounting methods, digital... ...within the firm, EisnerAmper’s Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new...SuggestedFull timeWork at officeLocal area- ...dealership by purchasing customer vehicles. Our associates provide an exceptional customer experience, appropriately... ...: Competitive benefits Career paths into finance, management, and beyond A culture built on trust, transparency, and teamwork What We're Looking...Hourly payFlexible hours
- ...professional to help build an insight-to-action finance organization. This role will support... ..., accounting, business analytics, corporate finance, or a related analytical role.... ...measurable outcomes. FP&A becomes a trusted partner to the business and a source of...Full timeRemote work
$139.7k - $232.9k
...client has access to all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning...Full timeTemporary workWork experience placement$165k - $200k
...DescriptionResponsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...exciting full-time employment opportunity for a mid-level Associate (4 - 6 years) in the Corporate Practice, Mergers and Acquisitions group, of our West... ...materials.Coordinating with tax, regulatory, finance, and litigation colleagues on transaction-related issues...Full timeWork at officeWorldwide
- ...Sales, Operations, Supply Chain, Human Resources, Purchasing, Finance, and IT. Support high-impact initiatives including pricing strategy... ...years of experience in Financial Planning & Analysis (FP&A) or corporate finance. Experience with financial planning and reporting tools...
- University Health Truman Medical Center in Kansas City seeks an experienced Controller on an Executive Leadership track with a pathway to Associate CFO. This role blends accounting discipline with strategic leadership to propel financial performance and organizational growth....
$61k - $119k
...practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your...Full timeContract workFor contractorsWork at office$70k - $140k
...intellectually curious, and driven individual to join our team as an Associate Wealth Strategist. This role sits at the heart of the client... ...balance sheet and cash‑flow optimization, protection planning, trust and estate coordination, tax‑efficiency strategies, and...For contractorsWork at officeFlexible hours$102k - $190k
...business results.Acts as the central point of contact for clients, coordinating all aspects of their financial needs.Builds deep, trusted relationships and delivers personalized advice aligned with clients’ goals.Provides tailored banking solutions that include credit...Full timeContract workPart timeLocal areaShift work- Fifth Third Bank is seeking a Financial Center Manager Associate to join our West Palm Beach team. You will participate in onboarding and a rotation program across Operations, Sales & Service, Lending, Small Business, and more to prepare for a Financial Center Manager role...
- ...computer screens. Periodic travel within the Bancorp footprint to attend meetings and/or training. #LI-JH1 Financial Center Manager Associate (West Palm Beach, Boynton Beach) At Fifth Third, we understand the importance of recognizing our employees for the role they play...Work at office
- ...Office / Fund Accountant to join a lean, highly collaborative finance team. This role supports comprehensive accounting and financial... ...entities, including investment vehicles, operating companies, trusts, and foundations. The position offers broad exposure, direct stakeholder...Work at office
- ...Position Summary: Bessemer Trust is seeking a dynamic and entrepreneurial minded Senior Wealth Advisor focused exclusively on... ...development strategies and opportunities. Coach and mentor Associate Wealth Advisors and Wealth Advisor Analysts to support continuous...Temporary workWork at officeRemote work
- ...offices, foundations and endowments, and corporations and their employees. Our consumer... ...grow client relationships by acting as a trusted advisor who delivers holistic private wealth... ...networks to benefits, wellness and personal finance offerings and mindfulness programs....
- ...ownership, creating a unique environment where finance professionals gain exposure to... ...capital partners. Position Summary The Senior Corporate Finance Analyst is a highly visible role... ...for an Investment Banking Analyst or Associate looking to leverage strong analytical and...
- Ibis Recruiting seeks a Senior Corporate Finance Analyst to join a market-leading real estate investment platform that owns an extensive portfolio... .... The role targets former Investment Banking Analysts/Associates with strong modeling skills and a desire to move into an...
- ...This role offers the opportunity to work alongside experienced finance leaders, contribute to high profile initiatives, and help shape... ...and financing activities. This role provides broad exposure to corporate liquidity, debt management, capital planning, and financial risk...Temporary work
$139.7k - $232.9k
...client has access to all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning...Temporary workWork experience placement- ...resources Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk...Work at officeRemote work
$85k - $95k
...clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred.... ...skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses,...InternshipWork at officeLocal areaWork from homeVisa sponsorshipFlexible hours$50k
...prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help... ...plan, health savings account, and flexible spending account. All associates are eligible for the Employee Assistance Program. Earn Salary,...Work at officeHome officeFlexible hours$61k - $119k
...planning practice that focuses on: Planning Experience • Asset & Income Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate...Work at office- ...term loans, and syndicated financings. The CO maintains primary responsibility... ...revenue growth + Serve as a trusted advisor to clients,... ..., Leveraged Finance, Large Corporate, or similar business lines +... ...the in-office expectations associated with your role. These expectations...Work at officeFlexible hoursShift workDay shift
- ...including prospecting, networking, and referral generation within HNW/UHNW segments. Proven ability to build and maintain long‑term trusted relationships with UHNW clients, demonstrating discretion, judgment, and high-touch service standards. Strong pipeline management...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Corporate Trust Finance Associate. Be the first to apply!
- financial advisor training program West Palm Beach, FL
- financial planning assistant West Palm Beach, FL
- estate planning consultant West Palm Beach, FL
- associate leveraged finance West Palm Beach, FL
- financial advisor development program West Palm Beach, FL
- wealth advisor West Palm Beach, FL
- financial planner cfp West Palm Beach, FL
- financial consultant West Palm Beach, FL
- financial counselor West Palm Beach, FL
- senior financial advisor West Palm Beach, FL

