- Wells Fargo (Austin, TX)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... Wells Fargo is seeking a Trust Advisor - Lead Fiduciary Specialist Working at Wells Fargo | Jobs and...this role, you will:** + Administer a book of fiduciary relationships within a team-based environment, including analyzing trust… more
- JPMorgan Chase (Dallas, TX)
- …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 ... appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in...circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client service. +… more
- JPMorgan Chase (Dallas, TX)
- …is an integral part of Wealth Management's product offerings, delivering enduring fiduciary expertise and comprehensive oversight to protect the legacy of our ... wealth advisor, trustee and investor. We have over 500 fiduciary professionals, located in 19 states and 4 countries,...states and 4 countries, administering over $150 billion in fiduciary assets in the US, Europe, Asia and Latin… more
- Robert Half (Dallas, TX)
- …Demonstrated experience with : + Conducting risk-based audits of trust accounts, fiduciary activities, and internal controls to ensure compliance with federal and ... trust-related regulations, including: + 12 CFR Part 9 - Fiduciary Activities of National Banks + Regulation 9 (Reg...- Office of the Comptroller of the Currency (OCC) fiduciary standards + Bank Secrecy Act (BSA) & Anti-Money… more
- American Airlines (Dallas, TX)
- …also responsible for advising the Employee Benefits Committee ("EBC"), which exercises fiduciary oversight of the various plans' investment activities. + Oversee the ... maintain and implement investment policies for all plans + Run the fiduciary committee meetings including preparation of meeting materials and coordination and… more
- Quanta Services (Houston, TX)
- …as primary contact for retirement plan recordkeepers, auditors, legal counsel, and fiduciary consultants. + Maintain and update plan documents, SPDs, and required ... + Coordinate retirement plan committee meetings, prepare materials, and document fiduciary decisions. + Monitor investment lineups and coordinate fund changes with… more
- Xerox (Austin, TX)
- …non-ERISA employee benefit plans, executive compensation, proxy CD&A, and plan fiduciary responsibilities Draft and review plan documents and board resolutions. ... Advise applicable benefits committees on their roles, ensure appropriate fiduciary training is provided, and perform corporate governance responsibilities as… more
- Cushman & Wakefield (San Antonio, TX)
- …needs to promote, enhance, and expand existing client relationships. Utilize fiduciary knowledge, experience, and resources to recognize problems and provide ... to Asset Managers to ensure relationships are managed according to fiduciary policies and procedures. Review and approve expenditures per established authority… more
- First National Bank of Omaha (Plano, TX)
- …affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and ... to provide basic investment advice and guidance to customers adhering to all fiduciary standards. + Ability to work collaboratively and cohesively within a team… more
- Lincoln Financial (Austin, TX)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... regulations. * Experience working with or participating in investment or fiduciary committees is preferred. * Strong analytical, project management, and… more