- Experience
- 10+ yrs
- Location
- Coral Gables, Florida, United States
- Job type
- Full-time
Required skills
- FIS/Reliance
- Charles Schwab
- FIS
- Advantage
- Pershing
- SunGard
- Fiserv
- Laser Pro
- Lawyer Pro
- Envestnet TAMP
- CRM
- Microsoft Office
About the role
Bachelor's degree in Business, Finance or related; 10+ years trust administration or financial services experience; 2-4 years managerial experience; knowledge of wealth management, financial regulations, and platforms like FIS/Reliance, Charles Schwab, Envestnet TAMP; proficiency in CRM and Microsoft Office.
About City National Bank of Florida
Florida community bank serving individuals and businesses with commercial, personal, private, and wealth-management services.
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