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
Server
Palm Beach Grill —Palm Beach, FL
Previous experience not required; In depth training provided from the outset. Competitive compensation, $200-$700 a shift!
$200 - $700 a day
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Litigation Attorney
Rubenstein Law, P.A. —West Palm Beach, FL
A license in good standing to practice law in Florida. Our Litigation Attorneys are responsible for all aspects of a case in state and federal court.
Estimated: $77.3K - $97.9K 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
Patient Care Coordinator
Evan H Ledis DDS —Lake Worth, FL
You will be expected to take over all front desk responsibilities including scheduling appointments, answering the phones, addressing patient concerns,…
From $20 an hour
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1h
Veterinary Technician
Southeast Veterinary Neurology —Jupiter, FL
Preparing the surgical suite for incoming patients as needed. Accurately process invoices and payments when services are rendered as needed.
From $22 an hour
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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
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5d
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
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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
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
Estimator
The Garcia Companies —Palm Beach Gardens, FL
Review and interpret civil design drawings and technical bid specification to develop accurate estimates. Develop project schedules for tracking field progress.
Estimated: $48.1K - $61K a year
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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
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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
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Genetic Counselor
Jupiter Medical Center —Jupiter, FL
The Genetics Counselor works under the direction of the Director of Oncology Nursing and provides oncology genetic counseling to patients and families by…
Estimated: $55K - $69.6K a year
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
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4d
Board Certified Behavior Analyst (BCBA)
Mountaineer's Therapeutic Center —West Palm Beach, FL
The Mountaineers School of Autism and Therapy Center is seeking an experienced Board Certified Behavior Analyst who specializes in working with Adults with…
$55 - $65 an hour
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
Certified ESE Teacher/ASD School Year 2024-2025
The Learning Center —Royal Palm Beach, FL
The teacher is responsible for the implementation and instruction based upon the Florida Standards aligned with lesson plans, the development of individualized…
Estimated: $42.6K - $53.9K a year
Quick Apply
9d
Financial Officer
Confidential —West Palm Beach, FL
Bachelor’s degree in accounting, finance, or related field. Expertise in financial reporting, budgeting, forecasting, and analysis.
Estimated: $96.7K - $122K a year
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

Server

Litigation Attorney

Certified Veterinary Technician (CVT)

Patient Care Coordinator

Veterinary Technician

Entry Ride Operator

Attorney

Experienced Ophthalmic Technician

Dental Assistant

Estimator

Host/Hostess

Front Office Receptionist

Genetic Counselor

Warehouse Associate

Board Certified Behavior Analyst (BCBA)

Dispatcher

Certified ESE Teacher/ASD School Year 2024-2025

Financial Officer

New Patient Coordinator - Front Office Assistant

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