20 Best jobs in Lake Worth, 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
4d
Neuropsychologist
Psychiatric Specialty Center, LLC —West Palm Beach, FL
Florida Psychology license (NOT AS INTERN) (Required). All remote except two days per month.
$45 - $65 an hour
Quick Apply
Finance Coordinator
EisnerAmper LLP —West Palm Beach, FL
Degree in Accounting or equivalent field. Maintain Accounts Receivable software to accurately track and manage financial transactions.
Estimated: $58K - $73.4K a year
Pediatric Speech Language Pathology Assistant
Progressive Pediatric Therapy, Inc. —West Palm Beach, FL
Flexible hours with no mandatory weekend treatment hours. Health/Dental/Vision/Life Insurance. Paid time off and Paid holidays.
$25 - $30 an hour
Quick Apply
Account Executive | Recurring Monthly Revenue
Fortis Fire & Safety Inc —Boynton Beach, FL
Collaborate closely with internal teams, including customer support, technical services, and finance, to ensure seamless delivery of fire safety services and…
$50,000 a year
Quick Apply
Part-Time Store Cashier/Stocker
ALDI —Lake Worth, FL
Cashier: Comply with state and local requirements for handling and selling alcoholic beverages. Adheres to cash policies and procedures to minimize losses.
$17 an hour
6d
1st Shift Part Time Warehouse Associate
ALDI —Royal Palm Beach, FL
Acts Conscientiously: Demonstrates concern for quality, product integrity, and safety of one’s own and others’ work and impact to the stores.
$20 an hour
Certified YC Trainer-6437
YouFit —Lantana, FL
A valid personal training certification from YouFit’s preferred list or an exercise science-related degree and a valid CPR/AED with a hands-on live component.
Estimated: $30K - $31.9K a year
Quick Apply
11d
Certified Veterinary Technician
Gardens Animal Hospital —Palm Beach Gardens, FL
Gardens Animal Hospital is a beautiful, clean, state of the art facility with the highest level of patient care. Veterinary Technician: 2 years (Required).
From $25 an hour
Quick Apply
5d
Pediatric Occupational Therapy Assistant
Progressive Pediatric Therapy, Inc. —Lake Worth, FL
Flexible hours with no mandatory weekend treatment hours. Health/Dental/Vision/Life Insurance. Paid time off and Paid holidays.
$25 - $30 an hour
Quick Apply
Associate Attorney
Lovegrove & Lastella, PLLC —Pompano Beach, FL
0-6 years of civil litigation experience in state and/or federal court. Directly communicate with attorneys and clients via telephone and e-mail.
$80,000 - $110,000 a year
Quick Apply
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
Quick Apply
3h
Dining Services Aide
Avante at Lake Worth —Lake Worth, FL
At least 1 year experience in related field. Perform all tasks in accordance with established universal precautions, sanitation, safety and infection control…
Estimated: $30K - $33.7K a year
Quick Apply
23h
Sign Language Interpreter - Educational
SignTalk Florida —Palm Beach, FL
Rates commensurate with experience and certification. Competitive Rates and Direct Deposit; prompt payment. Flexible Scheduling - your choice of placements and…
$40 - $60 an hour
Quick Apply
7d
1st Shift Full-Time Warehouse Associate
ALDI —Royal Palm Beach, FL
Acts Conscientiously: Demonstrates concern for quality, product integrity, and safety of one’s own and others’ work and impact to the stores.
$18 - $22 an hour
Fun & Flexible! Dog Walker and Pet sitter needed
Fetch! Pet Care —Lake Worth, FL
Compensation is on a per visit basis. Position includes bonus pay on holidays and visit lengths start at 30 minutes. Customer service: 2 years (Preferred).
$18 - $20 an hour
Quick Apply
6d
Warehouse Associate
Gemaire —Riviera Beach, FL
Responsible for daily checklist of truck and forklift maintenance. Including picking and verifying orders, loading, and unloading of products, and inventory…
$18 - $20 an hour
Quick Apply
21h
Veterinary Technician
Colonial Gateway Veterinary Center —Boynton Beach, FL
Certified Veterinary Technician (CVT) or Veterinary Technician (VT) license preferred. Internship opportunities may be available for students pursuing…
$18.94 - $22.81 an hour
Quick Apply
Delivery Driver
PBE Catering —Lake Worth, FL
Requirements are having a good running vehicle, valid license and insurance, attention to detail, and good time management.
$25 - $35 an hour
Quick Apply
4d
Bilingual (Spanish) Parent Aide Clinical Worker/Parenting Mentor
The Children's Healing Institute —West Palm Beach, FL
Valid Florida driver's license. Master degree in Social Work or related field or Bachelor degree in Social Work or related field with 3 years minimum experience…
$20,000 a year
Quick Apply

I want to receive the latest job alert for jobs in Lake Worth, FL

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Trust Officer 6+ years experience

Coral Gables Trust Company West Palm Beach, FL

Quick Apply

Job Details

Full-time From $90,000 a year 4 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
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 Lake Worth, FL

Trust Officer 6+ years experience

Neuropsychologist

Finance Coordinator

Pediatric Speech Language Pathology Assistant

Account Executive | Recurring Monthly Revenue

Part-Time Store Cashier/Stocker

1st Shift Part Time Warehouse Associate

Certified YC Trainer-6437

Certified Veterinary Technician

Pediatric Occupational Therapy Assistant

Associate Attorney

Entry Ride Operator

Dining Services Aide

Sign Language Interpreter - Educational

1st Shift Full-Time Warehouse Associate

Fun & Flexible! Dog Walker and Pet sitter needed

Warehouse Associate

Veterinary Technician

Delivery Driver

Bilingual (Spanish) Parent Aide Clinical Worker/Parenting Mentor

Job Seeker Tools

Employer Tools

Browse

Stay Connected