Senior Trust Officer
1 day ago
Senior Trust Officer
Our client is looking for a strong fiduciary professional that works directly with clients, administers trusts, manages the relationship, while taking a collaborative team-based approach to service their clients.
They need someone who is a great communicator internally and externally. Client service must be delivered at the highest level. My client wants someone who works well with others and understands the true meaning of a partnership. This is a salaried position plus bonus along with other unique benefits. Education is important to them, and they want someone that has achieved a JD or earned one of the following: CTFA, CFP, ATFA, CIMA, CFP, AIF, or other relevant industry designations are highly preferred. No FINRA licensing needed or used.
To learn more about our organization please visit us at www.westportone.com
To apply for this position, submit your resume by choosing one of the following:
- ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)
- Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/SeniortrustofficerFL in the subject line.
- NO CALLS PLEASE
-
Senior Trust Officer
4 weeks ago
Sarasota, Florida, United States Westport One Full timeSenior Trust OfficerWe are seeking a highly skilled and experienced Senior Trust Officer to join our team at Westport One. As a Senior Trust Officer, you will be responsible for administering trusts, managing client relationships, and providing exceptional client service.Key Responsibilities:Administer trusts and manage client relationshipsProvide...
-
Senior Trust Officer
3 weeks ago
Sarasota, United States Management Recruiters International Full timeSenior Trust Officer Our client is looking for a strong fiduciary professional that works directly with clients, administers trusts, manages the relationship, while taking a collaborative team-based approach to service their clients. They need someone who is a great communicator internally and externally. Client service must be delivered at the highest...
-
Senior Trust Officer
3 months ago
Sarasota, United States Westport One Full timeSenior Trust OfficerOur client is looking for a strong fiduciary professional that works directly with clients, administers trusts, manages the relationship, while taking a collaborative team-based approach to service their clients. They need someone who is a great communicator internally and externally. Client service must be delivered at the highest level....
-
Senior Trust Officer
4 weeks ago
sarasota, United States Westport One Full timeSenior Trust OfficerOur client is looking for a strong fiduciary professional that works directly with clients, administers trusts, manages the relationship, while taking a collaborative team-based approach to service their clients. They need someone who is a great communicator internally and externally. Client service must be delivered at the highest level....
-
Senior Trust Officer
4 months ago
Sarasota, United States Westport One Full timeSenior Trust OfficerOur client is looking for a strong fiduciary professional that works directly with clients, administers trusts, manages the relationship, while taking a collaborative team-based approach to service their clients. They need someone who is a great communicator internally and externally. Client service must be delivered at the highest level....
-
Senior Trust Officer
1 day ago
Sarasota, United States Westport One Full timeSenior Trust OfficerOur client is looking for a strong fiduciary professional that works directly with clients, administers trusts, manages the relationship, while taking a collaborative team-based approach to service their clients. They need someone who is a great communicator internally and externally. Client service must be delivered at the highest level....
-
Senior Trust Account Specialist
3 days ago
Sarasota, Florida, United States Northern Trust Full timeAbout the Role:Northern Trust is seeking a highly skilled and experienced professional to join our team as a Senior Trust Account Specialist. In this role, you will be responsible for coordinating the administration of complex fiduciary, investment management, and/or custody accounts for our clients.Key Responsibilities:Coordinates account administration for...
-
Account Manager, WM Advisory
4 weeks ago
Sarasota, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Investment Associate
4 weeks ago
Sarasota, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Trusts & Estates Attorney
6 months ago
Sarasota, United States MillerBlowers, Inc. Full timeOne of Sarasota's leading wealth management boutique and business law firms is seeking an estate planning attorney to review T&E documents and help administer trusts and estates. The ideal candidate will have at least two years of experience doing sophisticated estate planning and tax law for individuals and businesses. An LL.M. is preferred but not...
-
Trusts & Estates Attorney
4 weeks ago
Sarasota, United States MillerBlowers, Inc. Full timeOne of Sarasota's leading wealth management boutique and business law firms is seeking an estate planning attorney to review T&E documents and help administer trusts and estates. The ideal candidate will have at least two years of experience doing sophisticated estate planning and tax law for individuals and businesses. An LL.M. is preferred but not...
-
Trusts & Estates Attorney
4 weeks ago
sarasota, United States MillerBlowers, Inc. Full timeOne of Sarasota's leading wealth management boutique and business law firms is seeking an estate planning attorney to review T&E documents and help administer trusts and estates. The ideal candidate will have at least two years of experience doing sophisticated estate planning and tax law for individuals and businesses. An LL.M. is preferred but not...
-
Probate and Trust Administration Paralegal
7 days ago
Sarasota, United States Williams Parker Full timeWilliams Parker, the region’s largest and oldest law firm, is actively seeking an experienced Probate Paralegal to join our client-centric team in handling high-volume, complex probate and trust administration in the Sarasota, FL area. Why this role is important The Probate Paralegal provides expert-level support to the section attorneys during probate...
-
RN Director of Clinical Operations
3 weeks ago
Sarasota, United States Take Care Home Health Full time_*RN Director of Clinical Operations (Senior Leadership)*_The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.*Take Care Private Duty Home Health Care *is seeking an experienced leader *to help lead our award-winning local company. *Are you a dynamic leader dedicated to creating a...
-
CNA/HHA Short Shifts
5 days ago
Sarasota, Florida, United States Senior Helpers Full timeSenior Helpers CNA/HHA Job DescriptionSenior Helpers is seeking a compassionate and dedicated Certified Nursing Assistant/Home Health Aide to join our team in Bradenton & Sarasota office. As a member of our CNA/HHA team, you will play a vital role in providing high-quality care and improving the lives of our clients and their families.Responsibilities:Assist...
-
Senior Accountant
3 weeks ago
Sarasota, Florida, United States Wealth ManagementCPA Practice Full timeJob OpportunityWe are a rapidly growing investment management firm with a predominantly Massachusetts-based clientele that was recently acquired via a merger with a CPA practice. We are seeking a Senior Accountant to take a lead role in tax preparation and consultation for our expanding client base.This is an ideal role for someone who is looking to relocate...
-
Senior Agribusiness Commercial Lines Underwriter
2 months ago
Sarasota, United States FCCI Insurance Group Full timeFCCI Insurance Group is a trusted provider of comprehensive property & casualty coverage in 20 states. We are a successful and growing organization built on the strength of our guiding principles. Our mission, corporate philosophy and core values are all indicators of the manner in which our employees conduct business every day. FCCI has a reputation for...
-
Certified Nursing Assistant/Home Health Aide
4 weeks ago
Sarasota, Florida, United States Senior Helpers Full timeSenior Helpers Job OpportunityWe are seeking a compassionate and dedicated Certified Nursing Assistant/Home Health Aide to join our team in Bradenton & Sarasota office.About the RoleAs a member of our CNA/HHA team, you will play a vital role in providing high-quality care and improving the quality of life for our clients, their families, and our...
-
Certified Nursing Assistant/Home Health Aide
4 weeks ago
Sarasota, Florida, United States Senior Helpers Full timeSenior Helpers Job OpportunityWe are seeking a compassionate and dedicated Certified Nursing Assistant/Home Health Aide to join our team in Bradenton & Sarasota office.About the RoleAs a member of our CNA/HHA team, you will play a vital role in providing high-quality care and improving the quality of life for our clients, their families, and our...
-
Business Office Manager
1 week ago
Sarasota, United States Aspire Health Group Full timeAspire Health Group is looking for a qualified Business Office Manager to join our family! We are searching for a Business Office Manager to join our community that is resident and family focused, a team builder, and excited about the opportunity to assist in building a culture. If you are a Business Office Manager that has business acumen, is...