20 Best jobs in Florida (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
Online Chat Support Agent - Remote
Pro Financial Health —Orlando, FL
Proficiency in CRM tools and live chat software. Guide customers through product features and troubleshoot any technical issues. Able to work flexible hours.
$23 - $25 an hour
Quick Apply
3h
Manager Trainee
Old Town Trolley Tours of Key West —Key West, FL
Participate in preparing budgets for approval, negotiations or approval of contracts and agreements with suppliers, distributors, federal and state agencies and…
$62,000 - $65,000 a year
Quick Apply
Evening Driver for Ghost Tour
Old Town Trolley Tours of Key West —Key West, FL
Must have a valid CDL with an acceptable and verifiable driving record of at least three years. This tour shares the darker side of our region's history as an…
$20 an hour
Quick Apply
4d
Pool Technician- Key West
Pool Troopers —Key West, FL
Valid driver's license with a clean driving record for at least 3 years. Lift tools, chemicals, and equipment unassisted, ensuring proper handling and safety…
$21 - $23 an hour
Quick Apply
Veteran Specialist (F/T or P/T) KEY WEST
Advocate Program, Inc —Marathon, FL
Must possess a valid Florida driver’s license. Ability to use or is familiar with web based social networking tools such as Facebook, Twitter, MySpace, etc.
$26 an hour
Quick Apply
CAD/CAM Operator
Malnove of Florida —Jacksonville, FL
O Program all die manufacturing tools and ink-bleed and coating patterns for layouts. Malnove is the largest independent folding carton manufacturer in the US…
$52,000 - $60,000 a year
Quick Apply
Interior Renovations/Drywall-Painter Specialists Tampa-Sarasota
Think Construction Services —Clearwater, FL
All applicants MUST have a valid driver's license. Replace light fixtures, install ceiling fans - light electrical experience. Great pay based on experience.
$55,000 - $65,000 a year
Quick Apply
Sharkey's Ecowear Clothing Model
Glass Bottom Tours, LLC —Saint Pete Beach, FL
Public Speaking: Present yourself confidently during interviews or public appearances and in front of cameras for social media posts.
$20 - $100 an hour
Quick Apply
Front Desk Agent
The Mansion on the Sea aka The Southernmost House —Key West, FL
\*\*Duties:\*\* - Greet and welcome guests in a friendly and professional manner - Check-in and check-out guests efficiently - Answer phone calls and direct…
$18.50 - $20.00 an hour
Quick Apply
Extradition Agent – Prisoner Transportation
US Corrections, LLC —Melbourne, FL
Must have a valid driver’s license, NO CDL required. Must be willing to obtain certifications in chemical agents (OC Spray), shotgun and electronic control…
$38,000 - $48,000 a year
Quick Apply
Ophthalmology Front desk (min 3 yrs)
Ginsberg Eye —Naples, FL
Handle all incoming calls to practice, emails, etc. in an informative, professional and timely manner. We are seeking a self motivated, professional, and…
$20 - $22 an hour
Quick Apply
Transportation Security Officer
TSA (Transportation Security Administration) —Key West, FL
Transportation Security Officers are responsible for providing security and protection of travelers across all transportation sectors in a courteous and…
$50,094 - $61,766 a year
Experienced Dental Receptionist/Assistant
Manne and Borer Endodontics —Ormond Beach, FL
Assist with administrative tasks such as filing, scanning, and data entry. Greet patients and visitors with a warm and welcoming demeanor.
$18 - $22 an hour
Quick Apply
Front Desk Agent
La Concha Hotel —Key West, FL
Accurately manage cash handling, including receiving cash, checks and credit card information from guests for payment of hotel charges and making change…
$19 an hour
Quick Apply
Package Delivery Driver Associate
Last Mile DSP LLC —Miami, FL
Must be comfortable driving and working in varying weather conditions. Skilled in route driving and load/unload procedures. We offer full time opportunities.
$19 an hour
Quick Apply
Call Center Representative
Monster Reservations Group —West Palm Beach, FL
Customer Interaction: Engage with customers through outbound calls to schedule vacation appointments. Incentives: Competitive pay with performance bonuses and…
$400 - $1,500 a week
Quick Apply
1h
Dental Front Desk Receptionist
Serenity Family Dentistry of Rockledge —Rockledge, FL
Ensure Hygiene Schedule is full; Re-care calls. Processes patient data entry into appropriate systems and submits dental insurance claims daily.
$18 - $21 an hour
Quick Apply
Customer Service Representative
Harmony Health LLC —Saint Petersburg, FL
*Documentation:* Maintain accurate records of client interactions and transactions. The opportunity to make a positive impact by helping clients manage their…
$65,000 - $72,000 a year
Quick Apply
Poultry Science Major
Morning Star Fields —Vero Beach, FL
Potential to become the official veterinarian for the farm upon obtaining license. Hands-on experience in a professional poultry farm setting.
$50,000 - $65,000 a year
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 Florida

Trust Officer 6+ years experience

Online Chat Support Agent - Remote

Manager Trainee

Evening Driver for Ghost Tour

Pool Technician- Key West

Veteran Specialist (F/T or P/T) KEY WEST

CAD/CAM Operator

Interior Renovations/Drywall-Painter Specialists Tampa-Sarasota

Sharkey's Ecowear Clothing Model

Front Desk Agent

Extradition Agent – Prisoner Transportation

Ophthalmology Front desk (min 3 yrs)

Transportation Security Officer

Experienced Dental Receptionist/Assistant

Front Desk Agent

Package Delivery Driver Associate

Call Center Representative

Dental Front Desk Receptionist

Customer Service Representative

Poultry Science Major

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