- Raymond James Financial, Inc. (St. Petersburg, FL)
- … of trust accounts as needed * Attends and presents at monthly Trust Investment Committee meeting. * Ensures portfolios are compliant with company policies ... and securities industry operations. * Various security types. * Investment management concepts as they pertain to trust... Investment management concepts as they pertain to trust accounts. **Skill in:** * Preparing and delivering written… more
- Bank OZK (Clearwater, FL)
- …client portfolios including asset management, research, and analysis for all investment products including but not limited to individual securities, mutual funds, ... + Responsible for the daily management and administration of client investment portfolios in accordance with departmental policies and procedures. + Understands… more
- Bank of America (Tampa, FL)
- Senior Trust Officer Tampa, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review ... industry operations. * Financial markets, products, financial advisory function and investment process. **Skill in** : * Personal trust administration.… more
- PNC (Tampa, FL)
- …managing investment portfolios, providing sound advice as an Outsourced Chief Investment Officer (OCIO), Fixed Income manager and Defined Contribution and ... significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and… more
- MyFlorida (Clearwater, FL)
- …mission. Those values are: + Commitment to Children + Communication Built on Trust + Collective Empowerment + Collaboration + Courtesy An excellent overview of the ... AD LITEM OFFICE: + State of Florida Retirement package - Pension or Investment plan (3% employee contribution required) + State group insurance coverage options,… more
- MUFG (Tampa, FL)
- …**JOB DESCRIPTION:** In this role, the right candidate will work under the Data Officer for Global Corporate and Investment Banking with primary focus on ... VLOOKUP) + Stakeholder management experience and ability to establish rapport, credibility, trust , and respect throughout the organization, and be viewed as a team… more