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
- ...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... .... What You Bring Bachelor's degree in Finance, Business Administration, Accounting, Economics... ..., capital markets, investment sales or corporate finance. Advanced proficiency in Argus...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$30k - $130k
...providing excellent service that makes a positive impact on the people around you. You're a natural relationship-builder who earns trust quickly and keeps it. You listen first, then guide , making customers feel understood while confidently recommending solutions....SuggestedFor contractorsWork at office- ...Job Summary Established, industry leader is expanding their corporate finance function. The Financial Analyst (FP&A) supports data-informed decision-making and enhances financial performance by providing actionable insights and analysis across the organization. This role...SuggestedFull time
- ...Consultant Contract to hire · Operating Partner pathway (CFO / finance track) You will test whether a target's earnings, cash flow,... ...What you bring ~7+ years in transaction services, audit, or corporate finance; 3+ years of buy-side or sell-side diligence. ~ CPA...Contract workTemporary workInterim role
$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$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 your...Work at office$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$50k
.... People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe... ...clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients...Work at officeWork from homeHome officeFlexible hours- Vehicle Acquisition SpecialistLocation: Royal Palm Beach, FLReports to: General Sales Manager/Used Car ManagerJob Purpose: The Acquisition Specialist is responsible for sourcing, evaluating, and acquiring quality pre-owned vehicles for dealership inventory. This position...Work at office
$120k - $250k
...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- ...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
- ...relationship management, supported by a dedicated Associate Wealth Advisor, Client Service team, and... ...individuals and families. Build trusted, multigenerational client relationships... ...'s degree required in Economics, Finance or related field ~ Clean Form U4 is required...Work at office
$65k - $80.2k
...suitable for the client's unique circumstances Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance Deliver economic and market views, investment strategy, manager/fund/security...Temporary workWork experience placementLocal areaFlexible hours$135k - $160k
...lifecyclecash flow, investments, tax strategies, risk management, Social Security, Medicare, pensions, estates Quickly establish trust and deliver an exceptional experience for every member in a remote setting Communicate complex information in actionable, easy-to...Temporary workRemote workFlexible hoursAfternoon shift$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- ...Company Founded 1869 Employees 10,001+ Categories Finance Financial Services Security Banking Asset... ...responsible for building and nurturing client relationships, acting as a trusted advisor, and delivering holistic private wealth management...
- ...Commercial Finance Manager Join NDX National Dentex - a leading healthcare organization specializing in the dental industry. We offer a full spectrum of specialized products, services, and technologies to address any dental restoration need. Currently, we have 50+ labs...Full timeWork at officeMonday to Friday2 days per week3 days per week
- ...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....
- ...maintain relationships with clients by earning trust, thoroughly understanding client needs,... ...and many of the world's most prominent corporate, institutional and government clients... ...intentional approach to their wealth or finances to better define, focus and realize...Temporary workWork experience placementLocal area
$350k
...Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify...- ...clients through referrals, community involvement, and professional associations. Qualifications: Education: Bachelor's Degree is strongly... ...communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses,...InternshipWork at officeLocal areaVisa sponsorshipFlexible hours
- ...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 management...Work at officeRemote work
- Acquisitions Specialist at Dan Cavin - State Farm AgentAt Dan Cavin - State Farm Agent, we're here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we're helping someone navigate a claim or...For contractorsWork at office
$30k - $130k
Acquisitions Specialist at Dan Cavin - State Farm Agent At Dan Cavin - State Farm Agent, we're here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we're helping someone navigate a claim...For contractorsWork at office- .... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship... ...with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice... ...consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and...Temporary workWork experience placementLocal area
- ...regulatory adherence, and the safeguarding of public and patient trust. Engages in Compliance, Privacy & Ethics activities to help... ...Certified Information Privacy Professional (CIPP) by the International Association of Privacy Professionals, or Certified Information Systems...Full timeWork experience placementWork at officeShift work
- ...Private Banker Associate We are actively looking for exceptionally... ...of investments, banking, trust services and financial planning... ...of the world's most prominent corporate, institutional and government... ...approach to their wealth or finances to better define, focus and realize...
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