20 Best jobs in Jupiter, FL (Hiring Now!)

Trust Officer 6+ years experience
Coral Gables Trust Company —West Palm Beach, FL
Bachelor's degree in a relevant field and ideally, a master's degree. Coordinate annual unitrust payments and private foundation grant payments with tax…
From $90,000 a year
Quick Apply
10d
Aesthetic Injector
Ava Beauty Medical Aesthetics —Tequesta, FL
Provide exceptional guest services by ensuring a comfortable and welcoming environment. Strong background in guest services and hospitality is preferred.
$500 - $1,500 a day
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Agent
Addison Legacy Financial LLC. —Port Saint Lucie, FL
\*\*Responsibilities:\*\* - Interact with customers in a professional and friendly manner - Assist customers with product inquiries and purchases - Utilize…
$43,197 - $250,000 a year
Quick Apply
3h
Associate Attorney, PRESUIT Personal Injury
Kogan & DiSalvo,P.A. —Stuart, FL
Should have undergraduate degree and law degree as well as license to practice law in the State of Florida. Ability to answer clients' questions and guide them…
Estimated: $94.1K - $119K a year
Quick Apply
Middle School Science Teacher 2024-2025
All Saints Catholic School —Jupiter, FL
Candidate should possess skills and demonstrated success in teaching Science at the middle or high school level and the ability to teach remedial, on-grade…
$44,314 - $69,246 a year
Quick Apply
Night Cleaner
Janeco Building Maintenance —West Palm Beach, FL
Keep buildings in clean and orderly condition. Maintain working condition of cleaning equipment. Attention to detail, go above and beyond to exceed customer…
$1,140 a month
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Substitute Teacher
Opogo USA Inc —Palm Beach Gardens, FL
Compiles with and supports school and state regulations and policies. Performs other related duties as assigned by building administrators in accordance with…
$120 - $140 a day
Experienced Ophthalmic Technician
Goldman Eye —Palm Beach Gardens, FL
Ophthalmology technician: 1 year (Required). Must be able to refract, check intraocular pressure, and use ophthalmic diagnostic equipment.
Estimated: $31.9K - $40.4K a year
Quick Apply
Attorney
Vernis & Bowling —North Palm Beach, FL
Experience in the areas of property damage and/or general liability necessary. The North Palm Beach office of Vernis & Bowling is seeking an experienced…
$70,000 - $135,000 a year
Quick Apply
Prep/Dishwasher
RB hospitality group —Jupiter, FL
established family outdoor restaurant seeking a prep/dishwasher team member to join and grow with the business . duties to inlcude : recipe prep/ washing…
Estimated: $30K - $32.4K a year
Quick Apply
Front Desk Receptionist barbershop
barbers edge —Jupiter, FL
Barbers edge is looking for a receptionist to work the front desk answering phones making appointments and keeping the shop clean throughout the day the hours…
$18 an hour
Quick Apply
Foreman (Residential)
Kasper Electrical —Palm Beach Gardens, FL
Must have reliable transportation, valid driver's license, and insurable driving record. Excellent communication skills with electricians and general…
Estimated: $53.3K - $67.5K a year
Quick Apply
COMMERCIAL REFRIGERATION TECHNICIAN
Excell Refrigeration —Riviera Beach, FL
Valid driver licenses and clean driving record. Maintain accurate records of all service calls, repairs, and maintenance activities.
$45,000 - $55,000 a year
Quick Apply
Customer Care Representative
Life's Abundance —Jupiter, FL
__This full-time position involves fielding incoming calls and emails, there is no outbound telemarketing. A regular part of their day would involve interacting…
$20 an hour
Quick Apply
2d
Dock Hand
National and State Park Concessions Jonathan Dickinson —Hobe Sound, FL
Dock Hands also unload delivery trucks, unpack boxes onto stock room shelves. This job involves cleaning, and keeping the area in order.
Estimated: $40.8K - $51.6K a year
Quick Apply
Medicaid Biller -(CBO) - Skilled Nursing
Facility Support Company, LLC —West Palm Beach, FL
*Florida Medicaid Billing experience in Skilled Nursing/Long Term Care Required*. . PCC and RFMS experience required. Resident Trust Fund experience (RFMS).
Estimated: $37.5K - $47.4K a year
Quick Apply
Kennel Attendant
Paws 4 Play —Tequesta, FL
Supervising large play groups of dogs (20+ dogs at a time). Maintaining a clean facility which includes cleaning kennels, doing laundry, washing bowls, and any…
Estimated: $30K - $30.2K a year
Quick Apply
21h
Food Expediter/Dishwasher
Blue Water Taco Co —Jupiter, FL
Light prep and cleaning required as well. job pays $12/hr plus tip share (tip share averages about $5/hr) for expected earnings of $17/hr.
$16 - $17 an hour
Quick Apply
5h
Finance Coordinator
EisnerAmper LLP —West Palm Beach, FL
Degree in Accounting or equivalent field. Maintain Accounts Receivable software to accurately track and manage financial transactions.
Estimated: $55K - $69.7K a year
Front Office Receptionist
South Florida Foot and Ankle Centers —Palm Beach Gardens, FL
Tasks include: Answering busy multi-line phones, insurance verification, checking in & out patients, collecting copay's and scheduling appointments.
$17.50 - $20.00 an hour
Quick Apply

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Trust Officer 6+ years experience

Coral Gables Trust Company West Palm Beach, FL

Quick Apply

Job Details

Full-time From $90,000 a year 10 days ago

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Microsoft Powerpoint
Microsoft Word
Wealth management
Microsoft Excel
6 years
Microsoft Outlook
CFP
CTFA
Writing skills
Microsoft Office
Master's degree
Bachelor's degree
Leadership

Full Job Description

The Trust Officer works directly with clients and acts internally as a liaison between the Managing Directors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate, and Insurance Advisory.

The role is an exciting opportunity at Coral Gables Trust Company to join a collaborative team of dedicated professionals servicing clients on our Trust Administrative team. The Relationship Manager is responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations.

Client Service

Managing account base of trust and wealth management clients with a thorough understanding of client’s needs and goals by communicating with clients and ensuring their objectives are met and having in-depth knowledge of their governing documents and agreements.
Communicate with clients and their advisors regularly. Provide timely and thorough response.
Attend client meetings, document issues discussed, and coordinate follow up.
Oversee preparation of client meeting materials. Create custom reports proactively and as requested.
Document client information and communications in Wealthbox Coral Gables Trust Company's CRM.

Trust Administration

Oversee account opening and closing procedures and review related documents.
Oversee account transactions and reporting.
Review and be comfortable with client wills, trusts and governing documents and their application to client account administration. Establish necessary automated reminders and follow through.
Coordinate with fiduciary counsel as needed to ensure administration is in accordance with governing documents.
Prepare Annual Relationship Reviews and assure that all accounts comply with all regulatory requirements.
Prepare initial and annual trust reviews and requests for all discretionary distributions from trusts and for all special investments in trust.
Coordinate annual unitrust payments and private foundation grant payments with tax department.
Process gifts to charity and family. Prepare and send Crummey letters as appropriate.
Coordinate with tax clients outside tax preparers on reporting gifts to, and use of GST exemption on gift tax returns for, irrevocable trusts.
Other duties and responsibilities as assigned by the Chief Trust Officer.

Qualifications

Bachelor's degree in a relevant field and ideally, a master's degree.
Trust Officer must have six or more years of Trust administration experience in a Trust company.
Ideally, Certified Trust and Fiduciary Advisor (CTFA) or Certified Financial Planner (CFP).
In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience, is required.
Excellent writing and presentation skills.
Demonstrated leadership and teamwork qualities.
Ability to organize, complete multiple tasks within deadlines and complete accuracy.
Proficient in Microsoft Office Suite (Excel, Outlook, PowerPoint, and Word), and ideally in Wealthbox.

Actual salary varies and is based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range.

Job Type: Full-time

Pay: From $90,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance

Schedule:

8 hour shift
Monday to Friday

Supplemental pay types:

Bonus opportunities

Application Question(s):

Have you administered 100-150 trust accounts?

Education:

Bachelor's (Required)

Experience:

Trust administration as a Trust Officer in Trust company: 6 years (Required)

License/Certification:

Certified Trust and Fiduciary Advisor (CTFA) designation (Preferred)
Certified Financial Planner (CFP) designation (Preferred)

Ability to Relocate:

West Palm Beach, FL: Relocate before starting work (Required)

Work Location: In person

Quick Apply

jobs in Jupiter, FL

Trust Officer 6+ years experience

Aesthetic Injector

Agent

Associate Attorney, PRESUIT Personal Injury

Middle School Science Teacher 2024-2025

Night Cleaner

Substitute Teacher

Experienced Ophthalmic Technician

Attorney

Prep/Dishwasher

Front Desk Receptionist barbershop

Foreman (Residential)

COMMERCIAL REFRIGERATION TECHNICIAN

Customer Care Representative

Dock Hand

Medicaid Biller -(CBO) - Skilled Nursing

Kennel Attendant

Food Expediter/Dishwasher

Finance Coordinator

Front Office Receptionist

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