20 Best jobs in Boca Raton, 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
Endoscopy Technician, Endoscopy Center, FT,11A-7:30P
Baptist Health South Florida —Boca Raton, FL
Sets up procedure rooms and assists with diagnostic and therapeutic procedures and technical equipment. Primary duty scope processing in the scope room.
$15.57 - $23.47 an hour
MRI Tech, $15k Bonus
Baptist Health South Florida —Boca Raton, FL
Graduate from an accredited allied health program in Magnetic Resonance Imaging. Provides a variety of MRI procedures on all age groups served by the entity.
Estimated: $68.1K - $86.2K a year
Quick Apply
Lower School Judaic Studies
Donna Klein Jewish Academy —Boca Raton, FL
Qualified applicants *must* have an undergraduate or graduate degree in education from an accredited educational institution and be able to provide transcripts;…
Estimated: $39.9K - $50.5K a year
Quick Apply
Food Service Worker
Baysweep Concessions —Boca Raton, FL
\*\*Duties:\*\* - Prepare and serve food and beverages according to established recipes and portion control standards - Maintain cleanliness of food service…
$16.68 - $24.00 an hour
Quick Apply
13h
Dog Walker/Pet Sitter
Fetch Pet Care —Boca Raton, FL
Although the job involves little to no engagement with humans, it requires strong customer service, knowledge of pet behavior, and integrity.
$15 - $40 an hour
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Server
Houston's —Boca Raton, FL
Previous experience not required; In depth training provided from the outset. Competitive compensation, $150-$300 a shift!
$150 - $300 a day
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X-Ray Technician
Confidential —Boca Raton, FL
An X-ray license is required. Prepare procedures rooms and ensure each room is fully stock with supplies. The use of c-arm in procedures.
$26 - $30 an hour
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Host/Hostess
Houston's —Boca Raton, FL
Medical/dental benefits are available after an introductory period. Part-time and full-time positions available.
$32 - $35 an hour
Quick Apply
Regional Director Inpatient Rehab Acute-North, Inpatient Rehab, FT,8:30A-5P
Baptist Health South Florida —Boynton Beach, FL
Physical Therapist, Occupational Therapist or Speech-Language Pathologist license required. Minimum of 7 years in rehabilitation services and healthcare field…
Estimated: $128K - $162K a year
Partner Relationship Executive
Chetu Inc. —Sunrise, FL
Build deep relationships with key members through face-to-face, email, phone calls, and web meetings. This individual will be responsible for partner engagement…
$45,000 - $50,000 a year
Quick Apply
13d
Acquire an Established Private Practice in Palm Beach County, FL
MDVIP, LLC. —West Palm Beach, FL
You can see 8-10 patients per day and proactively impact their lives. You have more time to perform annual physical exams and coach patients on lifestyle…
$400,000 - $470,000 a year
Quick Apply
Crumbl Cookies Crew Member
Crumbl Cookies —Delray Beach, FL
Job details include but are not limited to; making dough, balling cookies, dressing and boxing cookies, helping customers, making boxes, cleaning, etc.
Quick Apply
5h
Chiropractor
The Joint Chiropractic —Delray Beach, FL
*Supportive Environment:* We offer company-paid malpractice insurance, and relocation assistance might just be on the cards for you!
$360 - $380 a day
Quick Apply
Server/Waiter
Saquella cafe —Boca Raton, FL
Experience in the hospitality industry, preferably in a <Hotel> setting. Proficiency with Aloha POS or similar point-of-sale systems.
$40,000 - $80,000 a year
Quick Apply
1d
Radiology Tech, $15k Bonus
Baptist Health South Florida —Boca Raton, FL
Depending on departmental business needs, this position will support department‘s patient workflow such as front desk duties, phlebotomy, EKG, vital signs,…
Estimated: $51.3K - $64.9K a year
Quick Apply
Supervisor Rehab Clinical Services, Physical Therapy, $15,000 Bonus
Baptist Health South Florida —Boynton Beach, FL
Responsible for the resolution of customer complaints, as well as, analyzing the program for operational problems and assisting with the development of action…
$46.49 - $60.44 an hour
Front Desk Receptionist
Palm Beach Eye Specialists —Delray Beach, FL
Duties include checking in/out patients, accurate registration, manage multiple phone lines, confirm patient appointments, data entry, and insurance…
Estimated: $30K - $37.6K a year
Quick Apply
9h
Assistant Bursar
Everglades University —Boca Raton, FL
The Head Bursar oversees the payment of this balance and ensures cash payment plans are arranged and payments are collected in a timely manner.
$50,000 - $52,000 a year
Quick Apply
Paralegal - Personal Injury
Kurt Thompson Law Group —Boca Raton, FL
You will be sending out letter of representations , requesting medical records, preparing demand letters to insurance companies which include analysis of all…
From $28 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 Boca Raton, FL

Trust Officer 6+ years experience

Endoscopy Technician, Endoscopy Center, FT,11A-7:30P

MRI Tech, $15k Bonus

Lower School Judaic Studies

Food Service Worker

Dog Walker/Pet Sitter

Server

X-Ray Technician

Host/Hostess

Regional Director Inpatient Rehab Acute-North, Inpatient Rehab, FT,8:30A-5P

Partner Relationship Executive

Acquire an Established Private Practice in Palm Beach County, FL

Crumbl Cookies Crew Member

Chiropractor

Server/Waiter

Radiology Tech, $15k Bonus

Supervisor Rehab Clinical Services, Physical Therapy, $15,000 Bonus

Front Desk Receptionist

Assistant Bursar

Paralegal - Personal Injury

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