20 Best jobs in West Palm Beach, 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
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
Certified Veterinary Technician (CVT)
Fountains of Boynton Animal Hospital —Boynton Beach, FL
Veterinary Technician Certification or Licensure (CVT, RVT, LVT, or LVMT) or the ability to transfer credentials from state to state.
$20 - $30 an hour
Quick Apply
Entry Ride Operator
Waters Carwash —Lake Worth, FL
The Entry Ride Operator interacts with all customers and is responsible for exterior site cleanliness and creating a memorable experience in all interactions…
From $16 an hour
Quick Apply
5d
Pediatric Occupational Therapy Assistant
Progressive Pediatric Therapy, Inc. —Lake Worth, FL
Flexible hours with no mandatory weekend treatment hours. Health/Dental/Vision/Life Insurance. Paid time off and Paid holidays.
$25 - $30 an hour
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
Litigation Assistant
Rubenstein Law, P.A. —West Palm Beach, FL
The Litigation Assistant helps develop cases by assisting in the discovery process; maintains client-related expenses up to date; prepares and files answers…
$39,520 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
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
Security Guard- Overnight Shift
La Posada —Palm Beach Gardens, FL
Valid Florida Drivers’ license and proof of good driving record. Also, Security Guard- Customer Service Representative is responsible for greeting residents and…
Estimated: $30K - $36.5K a year
Quick Apply
Receptionist
SPS Global —West Palm Beach, FL
Welcomes guests, receives and catalog guest information, and orients new clients. They will be responsible for delivering elevated experiences in the office for…
Estimated: $37.3K - $47.2K a year
Quick Apply
2d
Interventional Cardiovascular Tech, $20k Bonus
Baptist Health South Florida —Boca Raton, FL
Degrees: High School,Cert,GED,Trn,Exper Licenses & Certifications: Basic Life Support Additional Qualifications: Cardiovascular or Cardiopulmonary Technologist …
Estimated: $85.9K - $109K a year
Quick Apply
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
High School Recruit
The Breakers Palm Beach —Palm Beach, FL
Diplomatically handles waitlist and special requests with a positive attitude and offers guests all available options.
Estimated: $45.5K - $57.7K a year
Quick Apply
Dispatcher
RACK Electric —West Palm Beach, FL
This position is to answer phones, coordinate technicians’ schedules with the needs of new and existing customers while being a liaison between customers,…
$18 - $24 an hour
Quick Apply
13d
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
Quick Apply
Warehouse Associate
RACK Electric —West Palm Beach, FL
Receiving and checking in material. Making sure the warehouse is clean. Identifying any missing, lost or damaged materials and immediately notify the supervisor…
$16 - $18 an hour
Quick Apply
4d
Host/Hostess
The Colony Palm Beach —Palm Beach, FL
Effectively coordinate and control the flow of guests by greeting, seating, and acknowledging departures of guests in a gracious and professional manner while…
From $20 an hour
Quick Apply
Dental Assistant
Ekos Dental Group —Jupiter, FL
Dental Assistant must be able to take x-rays, pack cord, make temporary impressions and place temporary crowns. Sign on Bonus $500.00.
$22.49 - $23.70 an hour
Quick Apply
New Patient Coordinator - Front Office Assistant
Active Health Center —North Palm Beach, FL
Your responsibilities will include greeting patients, assisting with paperwork, managing appointments, handling phone calls and inquiries professionally,…
$18 - $22 an hour
Quick Apply
9d

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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 West Palm Beach, FL

Trust Officer 6+ years experience

Medicaid Biller -(CBO) - Skilled Nursing

Certified Veterinary Technician (CVT)

Entry Ride Operator

Pediatric Occupational Therapy Assistant

COMMERCIAL REFRIGERATION TECHNICIAN

Litigation Assistant

Attorney

Substitute Teacher

Security Guard- Overnight Shift

Receptionist

Interventional Cardiovascular Tech, $20k Bonus

Experienced Ophthalmic Technician

High School Recruit

Dispatcher

Aesthetic Injector

Warehouse Associate

Host/Hostess

Dental Assistant

New Patient Coordinator - Front Office Assistant

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