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Private Wealth Trust Officer
1 week ago
City National Bank Doral, United StatesThe Trust Officer is responsible for the oversight and management of personal trusts, estates, agencies and investment management accounts. Manages the client relationship and/or administers the client account in order to create, expand and service t Trust, Officer, Wealth, Priva ...
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Private Wealth Trust Officer
1 week ago
City National Bank Doral, United StatesOverview: · The Trust Officer is responsible for the oversight and management of personal trusts, estates, agencies and investment management accounts. Manages the client relationship and/or administers the client account in order to create, expand and service trust department re ...
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Enterprise Cloud Solutions Architect
5 days ago
Government Tactical Solutions, LLC Doral, United StatesJob Description · The Enterprise Cloud Solutions Architect will help design and develop architecture strategies for the SOUTHCOM customer's Cloud Adoption, Migration & Operationalization efforts as part of it's overall cybersecurity & IT modernization program (SCITES). The Cloud ...
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Enterprise Cloud Solutions Architect
3 weeks ago
GDIT Doral, United States Full timeJob Description: · Job Description · The Enterprise Cloud Solutions Architect will help design and develop architecture strategies for the SOUTHCOM customer's Cloud Adoption, Migration & Operationalization efforts as part of it's overall cybersecurity & IT modernization program ( ...
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General Manager
3 weeks ago
Paul Davis Doral, United StatesReports To: Vice President of Operations"A mind built for excellence. A spirit built for service." What does a with Paul Davis do? Celebrate completion of projects with Paul Davis Team Members and property owners that have been returned to the lives they love · Improve your comm ...
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Executive Virtual Assistant
4 days ago
Valor Intelligent Processing Doral, United StatesPOSITION OVERVIEW · Job Title: Executive Virtual Assistant · Job Type: Full Time, Permanent · Shift: Friday - Tuesday · Hours: Nights and Weekends · Friday, Monday & Tuesday (8pm - 4am SAST) Saturday & Sunday (4pm - 2am SAST) · MCI is a leading Business Process Outsourcing ( ...
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NovaWorks Hialeah, United StatesAs an organizational talent, you are often at the center of the action and are not only the hub for our tenants and customers, but also the heart of property management. Your tasks are as diverse as people are different. Your open-minded team from other departments such as rental ...
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Tax Senior
1 week ago
Carrie Rikon & Associates, LLC. Doral, United StatesTax Senior - Trust & Estates · Salary: $100-110K plus a bonus, benefits and relocation fee (if needed.) · Location:Hybrid model. Must workin office(Miami · , Florida) 2-3 days a week. · About: · We are an established South Florida based public accounting firm looking for Tax ...
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Tax Senior
2 weeks ago
Carrie Rikon & Associates, LLC. Doral, United StatesJob Description · Job Description · Tax Senior - Trust & Estates · Salary: $100-110K plus a bonus, benefits and relocation fee (if needed.) · Location: Hybrid model. Must work in office (Miami, Florida) 2-3 days a week. · About: · We are an established South Florida based p ...
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Consulting, Senior Consultant
3 days ago
The Miami Herald Doral, United StatesDeloitte Consulting LLP seeks a · Consulting, Senior Consultant · in · Miami, Florida · & various unanticipated Deloitte office locations & client sites nationally to serve as a trusted advisor to clients in both the corporate and private equity space; synthesize overall stra ...
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Sr. Account Manager, WM Advisory
1 week ago
Northern Trust Doral, United StatesAbout Northern Trust · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succ ...
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Senior Tax Accountant
1 week ago
Spartan Placements LLC Doral, United StatesGROW WITH THE FIRM · Job Opportunity with Leading South Florida, Boutique Accounting Firm · POSITION OVERVIEW · OPPORTUNITY: · Senior Tax Accountant (Full time) · LOCATION : Miami Office, Boca Raton Office, or Hybrid · Are you looking for the opportunity to work for a regio ...
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Account Mgr, WM Advisory
1 week ago
Northern Trust Doral, United StatesAbout Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most suc ...
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Sr. Account Mgr., Estate Administration
1 week ago
Northern Trust Doral, United StatesAbout Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succe ...
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BD Director, India
1 week ago
Shield Inc Doral, United StatesSHIELD is a device-first risk intelligence company. We are dedicated to helping organizations worldwide eliminate fake accounts and all malicious activity. Leveraging AI, we identify the root of fraud with the SHIELD Device ID and provide actionable risk intelligence in real time ...
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Sr Account Manager, Banking
1 week ago
Northern Trust Doral, United StatesSr Account Manager, Banking page is loaded · Sr Account Manager, Banking · Apply · locations · Miami, FL · time type · Full time · posted on · Posted 7 Days Ago · job requisition id · R127180 · About Northern Trust: · Northern Trust, a Fortune 500 company, is a globall ...
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Document Management Technician
6 days ago
Leidos Doral, United StatesDescription · Leidos is looking for a Document Management Technician - Records Management to serve as part of the litigation support team for the United States Attorney's Office in Miami, FL. This is an entry level position on the litigation support team but serves an important ...
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Senior Tax Accountant
1 week ago
Carrie Rikon & Associates, LLC. Doral, United StatesSenior Tax Accountant · $105K - $110K Plus Benefits and Bonus. · Hybrid Role reporting to Miami Office. · Must currently work in Public Accounting. · We are a full-service public accounting firm known for their professional commitment to honesty, integrity, values, respect, knowl ...
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Chief Operating Officer
3 days ago
StevenDouglas Doral, United StatesThe Chief Operating Officer (COO) will act as a strategic partner to the Principals, collaborating closely with them to define and achieve the business objectives and priorities of the family office. Responsibilities include establishing and managing the infrastructure of the fam ...
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Enterprise Cloud Solutions Architect
1 day ago
Government Tactical Solutions, LLC Doral, United StatesJob Description · The Enterprise Cloud Solutions Architect will help design and develop architecture strategies for the SOUTHCOM customer's Cloud Adoption, Migration & Operationalization efforts as part of it's overall cybersecurity & IT modernization program (SCITES). The Cloud ...
Senior Trust Officer - Doral, United States - Bank of America
Description
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world.
We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families.
Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence.
Job expectations include working with teams to drive business development and retention, assistingclients with wealth planning needs, and managing risk.
Job DescriptionThis job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families.
Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence.
Job expectations include working with teams to drive business development and retention, assistingclients with wealth planning needs, and managing risk.
Responsibilities:Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews
Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance
Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience
Ensures compliance with regulatory and legal requirements related to client accounts and portfolios
Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects
Key attributes / competencies
:
Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
Initiative/proactive approach to problem solving
Creative though prudent approach to providing solutions within Bank's risk/reward profile
Ability / drive to "ask for the order" to close sales
Good people/partner communication skills / team player
Knowledge of policies, procedures, regulatory requirements
High level of savvy and sophistication re:
high net worth clients' concerns / issues
Ability to communicate and connect with high-net-worth clients
Desired Skills:
Bachelor's Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience
Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred
Skills:
Risk Management
Business Development
Client Management
Wealth Planning
Customer and Client Focus
Client Experience Branding
Client Solutions Advisory
Process Management
Decision Making
Presentation Skills
Prospecting
Financial Analysis
Attention to Detail
Critical Thinking
Planning
Shift:
1st shift (United States of America)
Hours Per Week:
40
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