... in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are ... Primary Responsibilities Coral Gables Trust Company is seeking an experienced Trust Associate in ...
... in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are ... Primary Responsibilities Coral Gables Trust Company is seeking an experienced Trust Associate in ...
A full-service law firm seeks an associate to join their Financial Industry Group in their New York or Miami office. The ideal candidate must have 3-7 years of substantive syndicated and bilateral ...
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A full-service law firm seeks an associate to join their Financial Industry Group in their New York or Miami office. The ideal candidate must have 3-7 years of substantive syndicated and bilateral ...
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It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to ... Bachelor's degree in finance, Accounting, Business Administration, Supply Chain, Logistics, or ...
Contribute to a collaborative, high-performance team culture as an engaged associate and culture carrier. Education and Experience Requirements: Bachelor's degree in Finance, Accounting, Business ...
Contribute to a collaborative, high-performance team culture as an engaged associate and culture carrier. Education and Experience Requirements: Bachelor's degree in Finance, Accounting, Business ...
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Contribute to a collaborative, high-performance team culture as an engaged associate and culture carrier. Education and Experience Requirements: * Bachelor's degree in Finance, Accounting, Business ...
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FULLY REMOTE (Anywhere in the USA) \n \n \n \n \n This is an opportunity to join an industry ... Energy Storage Project Finance Analyst \/ Associate \- Works with the SMEs across the organization ...
The Associate I, Health Finance at Carnival Corporation plays a central role in supporting the clinical business team by overseeing the processing of medical-related expenses and ensuring prompt ...
The Associate I, Health Finance at Carnival Corporation plays a central role in supporting the clinical business team by overseeing the processing of medical-related expenses and ensuring prompt ...
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The Associate I, Health Finance at Carnival Corporation plays a central role in supporting the clinical business team by overseeing the processing of medical-related expenses and ensuring prompt ...
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The Associate I, Health Finance at Carnival Corporation plays a central role in supporting the clinical business team by overseeing the processing of medical-related expenses and ensuring prompt ...
Associate I, Health Finance
Miami, FL · On-site
The Associate I, Health Finance at Carnival Corporation plays a central role in supporting the clinical business team by overseeing the processing of medical-related expenses and ensuring prompt ...
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The Associate I, Health Finance at Carnival Corporation plays a central role in supporting the clinical business team by overseeing the processing of medical-related expenses and ensuring prompt ...
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We are looking for ambitious problem solvers, whether you are a recent graduate or have one to three years of experience in finance, technology, or customer service, to join our Client Experience ...
Quick apply
Financial Services Associate
Fort Lauderdale, FL · Hybrid
$65K - $75K/yr
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Associate Financial Advisor
Orlando, FL · On-site
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Associate In Finance information
See Florida salary details
$22.8K - $30.1K
10% of jobs
$36.3K is the 25th percentile. Wages below this are outliers.
$30.1K - $37.4K
18% of jobs
The median wage is $43.8K / yr.
$37.4K - $44.7K
26% of jobs
$44.7K - $52K
19% of jobs
$53.8K is the 75th percentile. Wages above this are outliers.
$52K - $59.3K
11% of jobs
$59.3K - $66.6K
10% of jobs
$66.6K - $73.9K
3% of jobs
$73.9K - $81.2K
2% of jobs
$81.2K - $88.5K
1% of jobs
$88.5K - $95.8K
1% of jobs
$95.8K - $103.1K
0% of jobs
$22.8K
$52.6K
$103.1K
How much do associate in finance jobs pay per year?
What are some typical challenges an Associate in Finance might face during their first year, and how can they overcome them?
What is the difference between Associate In Finance vs Financial Analyst?
| Aspect | Associate In Finance | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree often in finance, accounting, or related fields; certifications like CFA or CPA are a plus | Bachelor's degree in finance, economics, or related; CFA certification common for advanced roles |
| Work Environment | Entry-level position in finance departments, investment firms, or banks | Analyzing financial data, preparing reports, and supporting investment decisions in similar settings |
| Employer & Industry Usage | Used by banks, investment firms, corporate finance departments | Commonly employed in finance, investment banking, and corporate finance sectors |
While both roles require similar educational backgrounds and are found in finance environments, Associates In Finance typically focus on supporting financial operations and analysis at an entry level, whereas Financial Analysts often take on more in-depth analysis and reporting responsibilities. The roles are closely related, with the main difference being the scope of analysis and experience level.
What does a financial associate do?
What are Associate In Finance jobs?
What is the work of a finance associate?
What are the key skills and qualifications needed to thrive as an Associate in Finance, and why are they important?
Is an associate's degree in finance good?
What is an associate role in finance?

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 5 days ago
Job description
About Coral Gables Trust Company
Coral Gables Trust Company is based in South Florida, specializing in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are located in Coral Gables, Fort Lauderdale, Boca Raton, and West Palm Beach.
Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs Trust, Financial Planning, Escrow Services, Cash Management, and Estate Settlement Services.
Primary Responsibilities
Coral Gables Trust Company is seeking an experienced Trust Associate in Trust & Estate Administration to join our West Palm Beach office.
- Account Administration Manage all aspects of account opening, maintenance, and closing within the firm's trust accounting platform. Responsibilities include establishing fee schedules, initiating account and asset transfers, obtaining EINs for newly created trusts, issuing Required Minimum Distribution (RMD) letters, creating scheduled events, and enrolling clients for statements and online account access.
- Client Services Provide high-quality client service support, including answering phones, processing bill payments, initiating ACH and wire transfers, ordering gift cards, scheduling client meetings, and preparing discretionary distribution requests.
- Committee Participation Attend monthly Trust Administrative Committee (TAC) meetings, or as otherwise convened by the Committee, and actively participate in monthly Client Service Committee Lunch and Learn meetings and all other staff meetings.
- Tax Coordination & Compliance Coordinate the preparation of fiduciary (1041) tax returns in collaboration with external CPA firms and obtain account statements from financial advisors as needed to support this process.
- Administrative Reviews Assist with the collection and organization of held-away account statements and support the completion of periodic administrative reviews.
- Audit & Regulatory Support Partner with the Chief Financial Officer and the broader team to compile and provide information required for audit requests, regulatory examinations, and other corporate administration matters.
- General Office Support Assist with day-to-day office operations, including processing incoming mail, reserving conference rooms, and arranging courier shipments via FedEx.
Qualifications
- The ideal candidate will bring a minimum of three years of experience in Trust & Estate administration and will play a key role in supporting our clients and trust administration team.
- A bachelor's degree in finance is preferred, and certification as a Certified Trust and Fiduciary Advisor (CTFA) or Certified Financial Planner (CFP) is ideal.
- Strong leadership, teamwork, writing, presentation, and organizational skills are essential, as well as proficiency in Microsoft Office Suite and ideally Wealthbox.
Benefits
Employee benefits include a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.
About Coral Gables Trust
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Miami, FL, US
Year founded
2004