Banking and Trust Manager

3 months ago


Miami, United States Career Staffing Talent Full time
Job DescriptionJob Description

Duties and Responsibilities

  • Computer proficiency and technical aptitude with the ability to use Microsoft products.
  • Ability to work effectively in a team environment with associates.
  • Excellent communication and organization skills.
  • Post incoming wires received through various Treasury Management platforms.
  • Process outgoing wires and check requests for all real estate closings and settlement payments.
  • Assist in the opening and closing process of firm bank accounts.
  • Open and close investment subaccounts for trust escrow deposits.
  • Assist with requests relating to voided trust checks, stop payments, and reissuing stale-dated trust checks.
  • Process firm-related outgoing wires and post corresponding general ledger transactions.
  • Reconcile firm and trust bank account statements.
  • Back up the Cash Receipts team by posting incoming operating account deposits.
  • Physical attendance and punctuality at the place of work.
  • Performs additional duties as instructed and assigned.

Skills and Educational Requirements

  • Experience working with online business banking or Treasury Management platforms.
  • Aderant accounting software experience, a plus.
  • Strong interpersonal and organizational skills.
  • Reliability, teamwork, professionalism, ability to multi-task, and attention to detail are essential.
  • Must have 3 - 5 years of experience work experience in law firm accounting.




  • Miami, United States SHUTTS & BOWEN Full time

    Job DescriptionJob DescriptionShutts & Bowen, a full-service law firm serving clients locally, nationally, and internationally, is seeking a Trust & Banking Coordinator to join our firm.Duties and ResponsibilitiesComputer proficiency and technical aptitude with the ability to use Microsoft products.Ability to work effectively in a team environment with...


  • Miami, Florida, United States Belmont Bank & Trust Company Full time

    Job OverviewBelmont Bank & Trust Company is seeking a dedicated full-time Comprehensive Banking Specialist.We provide an excellent benefits package that includes Medical, Dental, Vision Insurance; 401(k) with a 6% match, Profit Sharing, Tuition Reimbursement, Life Insurance, Personal Time Off, and more.Position Summary:The Comprehensive Banking Specialist...


  • Miami, United States JPMorgan Chase Full time

    The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of...


  • Miami, Florida, United States Ascension Global Staffing & Executive Search Full time

    Job OverviewAscension Global Staffing & Executive Search, a leading Hispanic Women Owned & Operated National Recruiting Firm, is committed to fostering diversity and excellence in the recruitment landscape. Our team is dedicated to connecting top-tier talent with premier organizations across the country.We are currently seeking a full-time Trust Accounting...


  • Miami, Florida, United States Ascension Global Staffing & Executive Search Full time

    Job OverviewAscension Global Staffing & Executive Search, a leading Hispanic Women Owned & Operated National Recruiting Firm, is committed to excellence and innovation in the recruitment industry. Our dedicated team focuses on promoting diversity and inclusion while connecting top talent with exceptional opportunities.We are currently seeking a full-time...


  • Miami, Florida, United States Ascension Global Staffing & Executive Search Full time

    Job OverviewAscension Global Staffing & Executive Search, a nationally recognized recruiting firm led by Hispanic women, is dedicated to fostering diversity and inclusion in the workplace. Our mission is to connect exceptional talent with leading organizations across the country.We are currently seeking a full-time Accounting Specialist for Trust Services to...

  • Banking Center Manager

    3 months ago


    Miami, United States Seacoast Bank Full time

    Job DescriptionJob DescriptionJOB SUMMARY:A Banking Center Manager is responsible for developing and implementing strategies focused on branch profitability and performance. Additionally, the position is expected to lead and develop the branch team, and is responsible for maximizing branch performance. Consistently gains the confidence and trust of others...


  • Miami, United States City National Bank Full time

    About the RoleThe Senior Relationship Manager - Community Association Banking will be responsible for managing and developing commercial banking relationships within the Community Association industry. This role will focus on building and expanding relationships with current clients and prospects to generate new deposit business by offering customized...


  • Miami, United States Bank of America Full time

    Job description and Summer Analyst Program overviewWith more than 200 years in the financial services industry, Bank of America Private Bank has cultivated an award-winning team dedicated to providing exceptional service and guidance to our clients and prospects. As a leader in private wealth management, we provide a vast array of resources and customized...


  • Miami, United States Ascension Global Staffing & Executive Search Full time

    Job DescriptionJob DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique...


  • Miami, United States First Citizens Bank Full time

    Overview: Stable. Family. Opportunities. Unique.Whether First Citizens Bank has been established for 120+ years or expanding our presence in your market, we invite you to be part of our story. As a Manager of Commercial Banking at First Citizens you will carry on our tradition of developing and expanding complex commercial relationships in the Miami market....


  • Miami, FL , USA, United States City National Bank Full time

    Job SummaryThe Homeowners Association (HOA) Relationship Manager is a key role at City National Bank, responsible for managing and developing commercial banking relationships within the Community Association industry. This position requires a strong understanding of the local market and the ability to build and expand new banking relationships.Key...


  • Miami, United States First Citizens Bank Full time

    Overview: Stable. Family. Opportunities. Unique.Whether First Citizens Bank has been established for 120+ years or expanding our presence in your market, we invite you to be part of our story. As a Manager of Commercial Banking at First Citizens you will carry on our tradition of developing and expanding complex commercial relationships in the Miami market....


  • Miami, United States First Citizens Bank Full time

    Overview: Stable. Family. Opportunities. Unique.Whether First Citizens Bank has been established for 120+ years or expanding our presence in your market, we invite you to be part of our story. As a Manager of Commercial Banking at First Citizens you will carry on our tradition of developing and expanding complex commercial relationships in the Miami market....


  • Miami, United States First Citizens Bank Full time

    Overview Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years or expanding our presence in your market, we invite you to be part of our story. As a Manager of Commercial Banking at First Citizens you will carry on our tradition of developing and expanding complex commercial relationships in the Miami market....


  • Miami, United States Seacoast Bank Full time

    JOB OVERVIEW: This role is pivotal in enhancing branch assets, customer deposits, and overall revenue by fostering strong relationships with both new and existing clients. The Senior Client Advisor will assess clients' current and future financial requirements and align them with Seacoast Bank's offerings. Additionally, this position will involve functioning...


  • Miami, United States Crowe Full time

    Description : Bank Capital Markets Internal Audit Manager Joining our Consulting Financial Services practice is an opportunity to help make the world more honest, transparent, safe, and secure. From day one of being on our team, you will assist our clients with transforming their governance, embedding risk in their decision-making, and maintaining...


  • Miami, United States City National Bank Full time

    About the RoleWe are seeking a highly skilled Business Banking Relationship Manager to join our team at City National Bank. As a key member of our commercial lending team, you will be responsible for developing and managing relationships with business banking clients in assigned business segments and geographic areas.Key ResponsibilitiesDevelop and execute...

  • Trust Director

    1 month ago


    Miami, United States Ascendo Resources Full time

    Our Client provides Trust Management and Administrative Services to a number of Offshore Trusts, they are seeking to hire a Trust Director who will be responsible for the day-to-day administration of a number of these offshore trusts.Your role:Beneficiary Relationship Management, preparing thorough reporting Administer the trusts’ investments, review...

  • Trust Director

    1 month ago


    Miami, United States Ascendo Resources Full time

    Our Client provides Trust Management and Administrative Services to a number of Offshore Trusts, they are seeking to hire a Trust Director who will be responsible for the day-to-day administration of a number of these offshore trusts.Your role:Beneficiary Relationship Management, preparing thorough reporting Administer the trusts’ investments, review...