Senior Private Wealth Trust Officer
Fwainvest
- # Senior Private Wealth Trust OfficerApplylocations: Saint Petersburg, Florida - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0011759**Job Description Summary**Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training or certification to administer personal trust accounts of varying complexity for high-net-worth and ultra-high-net-worth clients. Leads defined work or projects of broad scope and complexity. Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, and resolve accounting issues and provide comprehensive solutions to complex problems or needs.**Job Description**Job Description**Essential Duties and Responsibilities*** Administers personal trust accounts in accordance with statutes and regulations.* Participates in the income tax planning and preparation process, performs such tax planning functions as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties.* Interacts with Financial Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes.* Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process.* May participate as a voting member of the Trust Administrative Committee.* Exercises discretionary personal trust administrative authority as may be allowed by the Policies and Procedures.* Assists New Business Development personnel and Financial Advisors in the sales process through personal meetings, conference calls and seminar events.* Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant topics.* May lead the work of others; coaches and mentors less experienced staff.* Develops and maintains strong relationships across all levels of the organization.* Reviews progress of assignments with executive leadership/management.* Performs other duties and responsibilities as assigned.**Skill in*** Personal trust administration for high-net-worth and ultra-high-net-worth clients.* Strong interpersonal and leadership skills to provide a high level of customer service.* Cultivating and maintaining effective working relationships at all levels of the organization.* Excellent public presentation skills.* Outstanding oral and written communication skills.* Demonstrate uncompromising adherence to ethical principles.* Operating standard office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.**Ability to*** Function in a professional office environment.* Demonstrate efficiency and flexibility in performing detailed transactional tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.* Provide efficient service to internal and external clients.* Identify training needs and coach/ mentor more junior staff.* Partner with other functional areas to accomplish objectives.* Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.* Attend to detail while maintaining a big picture orientation.* Gather information, identify linkages and trends and apply findings to assignments.* Interpret and apply policies and identify and recommend changes as appropriate.* Work independently, make non-routine decisions and resolve complex problems.* Communicate effectively, both orally and in writing, with all organizational levels.* Establish and maintain effective working relationships at all levels of the organization, including negotiation resources.**Education**Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance**Work Experience**General Experience - 3 to 6 years**Certifications****Travel**Less than 25%**Workstyle**HybridThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
- J-18808-Ljbffr Fwainvest
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Trust Officer in Florida, NY vacancy
- Fwainvest is seeking a Senior Private Wealth Trust Officer to manage personal trust accounts for high-net-worth clients in the Town of Florida, NY. This role requires strong interpersonal skills and provides opportunities for professional growth in a hybrid work environment...SeniorPrivate
- First Horizon Bank is seeking a Private Client Relationship Manager in New York to provide... ...net worth individuals on managing their wealth and optimizing their financial strategies... ...team to bring in new clients by building trust and understanding their needs while ensuring...SeniorPrivateLocal area
- ...and growth of high net worth client relationships. You will lead a team of Banking, Trust, and Investment professionals to meet and exceed client needs while addressing complex wealth management issues. This hybrid role mandates strong relationship management skills and...SeniorPrivate
- ...a Market Team Lead to advise families on wealth management and develop local Client Advisors... ...satisfaction. A minimum of ten years in Private Banking and five years in leadership is... ...licenses. The position focuses on building trusted client relationships and driving business...SeniorPrivateLocal area
- First Horizon Bank is seeking a Private Client Relationship Manager to provide depository, treasury management, and lending solutions... ...individuals. This role involves advising clients on managing their wealth, connecting them across various business lines, and ensuring...SeniorPrivate
- Aligned Talent Acquisition is seeking a Trusts & Estates Associate Attorney to join its practice in Miami or Palm Beach. This role is geared... ...high-net-worth individuals and families on estate planning and wealth transfer matters. The ideal candidate will have 3-6 years of...Private
- ...tailored investment guidance to high‑net‑worth clients within its Wealth Management Division. The ideal candidate will possess deep... ...needs while working collaboratively with financial advisors and private bankers to ensure comprehensive service delivery. #J-18808-Ljbffr...SeniorPrivate
- Citigroup Inc. is seeking a Wealth Relationship Mgmt. (Branch) Sr. Analyst in Florida, United States. This role requires strong analytical skills and the ability to build relationships with high net worth clients. The successful candidate will anticipate client needs and...SeniorPrivate
- ...drive new business development and deliver a branded client experience. The ideal candidate will have over 12 years of experience in private banking or complex financial services, exceptional interpersonal skills, and the ability to influence and actively engage clients....SeniorPrivate
- PNC is seeking a Fiduciary Advisor Sr to be based in Palm Beach, FL. This role involves engaging in fiduciary decision-making, managing complex accounts, and delivering a high level of client service. The ideal candidate will possess a Bachelor's degree and at least 8 years...SeniorPrivate
- ...Manager to build and maintain high-net-worth client relationships across banking, lending, and investments. This role involves fostering trust and delivering exceptional client experiences while collaborating across business lines. The ideal candidate will have at least five...Senior
- ...Identification 210714269 Job Category Wealth Advisory Business Unit... ...Advice team as a Vice President, Private Wealth Planner. In this high‑... ...allocation, diversification, trusts & estates, individual tax... ...requires travel among branches and offices as needed. Job...PrivateFull timeWork at office
$225k - $375k
...Miami / Palm Beach | Hybrid Trusts & Estates Associate Attorney AmLaw 200... ...business owners, fiduciaries, and family offices on sophisticated estate planning, wealth transfer, trust administration,... ...This Opportunity Sophisticated private client and wealth planning practice...Aligned Talent Acquisition
Florida, NY5 days ago- ...Atlantic, Carolinas, Georgia, or Florida. Position Summary The Senior Medical Science Liaison (MSL) will be responsible for providing... ...professionals, decision makers and other stakeholders (e.g., private insurance, payers, medical groups, government agencies, and health...SeniorPrivateLive in
- Exceptional Career Opportunity: Bilingual Private Wealth Client Services Associate Ascendo is excited to present this opportunity in the financial... ...industry. We are partnering with a prestigious multi-family office that is currently experiencing an amazing period of growth and...PrivateWork at office
- Overview Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private Equity industry-... ...lead our brand-new West Palm Beach office. This important role includes client... ...including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative...SeniorPrivateWork at office
- ...to work with a team committed to building client relationships and delivering innovative wealth management solutions. You will engage in investments, lending, banking, and trust planning, gaining valuable insights into tailored client service. Successful participants...PrivateFull timeSummer work
- Dormont Manufacturing Co is seeking a Fiduciary Advisor Sr based in Palm Beach, FL. This role involves engaging in fiduciary decision-making, handling complex accounts, and ensuring compliance with legal and fiduciary regulations. The ideal candidate should have a Bachelor...Senior
- ## Sr. Technical Business Analyst, Wealth ManagementApplylocations: Saint Petersburg, Florida... ...the Alternative Investments and Private Markets platform. This role is responsible... ...worlds - flexibility and collaboration. In office days will be 2-3 per week averaging 10-12...SeniorPrivateWork experience placementWork at office
- ...support others on meaningful public and private sector projects - brining creativity technical... ...in AutoCAD, Land F/X, Microsoft Office, Photoshop. Ability to interpret and apply... ...high‑quality work and maintaining strong, trusted client relationships. Benefit from competitive...SeniorPrivateWork at officeLocal areaRemote work
$78k - $163.8k
## Senior-Level SOF Reports OfficerEglin AFB, FL, USApply NowFind out how well you match... ...:**As a CACI-SOFETOPS Senior SOF Reports Officer, you will provide Senior-Level expertise... ...safety of our nation.**An environment of trust.**CACI values the unique contributions that...SeniorContract workWork experience placementLocal areaFlexible hours- ...FL, and Fort Lauderdale, FL Summary: The Private Client Relationship Manager will provide... ...building, preserving, and managing their wealth. You will utilize our financial planning... ...new relationships with clients by earning trust, thoroughly understanding client needs, providing...SeniorPrivateTemporary workWork experience placementLocal area
- ...relationships with internal and external stakeholders to be viewed as a trusted partner. Maintain comprehensive knowledge of disease states... ...role in pharma/biotech for MSL level. Minimum 5 years for Senior MSL level. Must reside within the territory. Clinical...SeniorLocal areaNight shift
- ...Founded in 1989, SOSi is among the largest private, founder-owned technology and services... ...tailored solutions, tested leadership, and trusted results to enable national security... ...Additional Information Working Conditions: Normal office conditions. Working at SOSi: All...PrivateContract workWork at officeWorldwide
SOSi
Florida, NY3 days ago - ## Trust Officer - Estate & Trust SettlementApplylocations: Saint Petersburg, Florida - United Statestime type: Full timeposted on: Posted... ...recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to...Work experience placementWork at office
- ...every day.” Kaufman Rossin is a privately owned, independent public... ...to over 700 employees, with offices spanning the tri-county area,... ...sister entities Kaufman Rossin Wealth and Kaufman Rossin... ...Contribute: Kaufman Rossin is seeking senior-level tax professionals to join...SeniorPrivate
- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will support clients in achieving their financial goals, from those just starting to save to high-net-worth individuals. Key responsibilities...PrivateFull time
$100k
Senior Fund Accountant / Fund Administrator 100% Onsite Compensation: Up to $100,000 + Bonus Looking for work-... ...preferre d.Fund accounting, investment accounting, private equity, hedge fund, family office, wealth management, or financial services experience is a plu...SeniorPrivateCasual workWork at office$139.7k - $232.9k
## Senior Wealth Advisor, Palm Beach, FLApplyremote type: Onsite Positionlocations: Palm Beach, FLtime type: Full timeposted on: Posted... ...Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives...SeniorTemporary workWork experience placement$140k - $205k
...million people save for a better today and tomorrow. Senior Associate General Counsel Job Description... ...Experience with the ERISA Regulations, and various private-sector employer-sponsored plans Strong background in wealth management, fiduciary duties, and the ability to...SeniorPrivateFull timeSecond job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Wealth Trust Officer. Be the first to apply!
Related searches
- senior cloud service delivery manager Florida, NY
- senior business analyst contract Florida, NY
- senior product design engineer Florida, NY
- senior game producer Florida, NY
- senior software manager Florida, NY
- senior manager business analytics Florida, NY
- senior marketing account manager Florida, NY
- senior marketing manager Florida, NY
- senior contracts analyst Florida, NY
- sr operations manager Florida, NY