- Charles Schwab (Austin, TX)
- …and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to ... contract investment products, services, and platforms. Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success. Execute client and regulatory… more
- Sul Lee Law Firm, PLLC (Dallas, TX)
- …litigation experience, with a significant focus on partnership/shareholder disputes, fiduciary duty, business divorce, and emergency injunctive relief (TRO/TI ... hearings). Licensed and in good standing with the State Bar of Texas (or willing to waive in). First-chair trial, injunction hearing, or arbitration experience strongly preferred. Exceptional legal research, writing, and oral advocacy skills. Strong business… more
- 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 Estate Trust Officer - Fiduciary Specialist focused on estate services within the Banking,...this role, you will:** + Administer a book of fiduciary relationships within a team-based environment, including analyzing trust… more
- 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 Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Market Service Team in...this role, you will:** + Administer a book of fiduciary relationships within a team-based environment, including analyzing trust… more
- Truist (Dallas, TX)
- …follow-up telephone calls, and client meeting preparation 6. Prioritizing fiduciary activities that enable quality client interaction 7. Continually render ... teammates and training 9. Assist with special projects for Fiduciary Group Support Leader 10. Contribute to a positive...functions. 1. 3+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial… more
- Bank OZK (Dallas, TX)
- …divisions to ensure institutional clients receive cohesive advice across investment management, fiduciary oversight, and plan design with a focus on long-term ... fiduciary and investment relationships with business owners, nonprofits, municipalities,...and servicing of institutional relationships, ensuring compliance, reporting, and fiduciary best practices. + Monitors and assesses retirement plan… more
- Regions Bank (Houston, TX)
- …and custody accounts + Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management ... Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice,… more
- JPMorgan Chase (Dallas, TX)
- …to clients. With over 160 years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled ... and holding recommendations, and ensure compliance with banking regulations and fiduciary standards. **Job Responsibilities:** + Work with internal teams and… more
- Oracle (Austin, TX)
- …highly valued business partners. Our primary areas of focus include: + ** Fiduciary Excellence:** Preparation and oversight of all accounting records for the ... entities are operating in compliance with Oracle's policies and procedures + Fiduciary responsibility and accountability for the audits of the statutory financial… 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
