- 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
- Edward Jones (Dallas, TX)
- …to engaging in client goal discovery, formulating financial planning recommendations, act as fiduciary to the client's financial plan. + Develop and execute HNW team ... objectives, accountability measures and drive team performance (feedback, training & coaching) in support of department and firm objectives. Held accountable for business performance and client and branch experience measures. + Lead the strategy and guidance… more
- Flowserve Corporation (Houston, TX)
- …required, ensures that local statutory returns, secretarial matters and other fiduciary matters are efficiently dealt with Business Support/Service Function: + ... Maintain an excellent customer service attitude and performance with both internal and external customers + Maintain a positive professional attitude and demeanor. + Work towards enhancing team unity in department. + Maintain good punctuality and attendance… more
- Charles Schwab (Westlake, TX)
- …will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. ... SWA's advice philosophy will empower you to use a vast array of products (ie stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their… more
- Charles Schwab (Westlake, TX)
- …will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. ... SWA's advice philosophy will empower you to use a vast array of products (ie stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll… more
- Catholic Health Initiatives (Bryan, TX)
- …needs are met. + Adheres to established internal controls, regulatory and fiduciary policies. + Supports initiatives and/or special projects at the direction of ... the hospital leadership. + Responsible for the documentation of processes, templates, policies, as needed. + Responsible to provide a full range of administrative support in an environment that requires maturity, professionalism and confidentiality. + Prepares… more
- Amazon (Irving, TX)
- …track and communicate progress - Develop capital appropriation requests and manage fiduciary responsibility for approved budgets - Perform site visits on a periodic ... basis to confirm schedule progress, attend contractor meetings and act as the single point of contact for Amazon for the general contractor partners - Review the contractor's buyout, subcontracting, material purchase schedule and long lead orders. - Coordinate… more
- WTW (Dallas, TX)
- …of DC retirement plan compliance, administration and governance, including vendor management, fiduciary management and plan design + Lead fee benchmarking and vendor ... search RFPs + Coordinate with sales and lead relationship managers to identify, develop and support strategic sales opportunities + Build relationships with internal and external sources to maximize the penetration of key target accounts + Identify… more
- Columbia Bank (TX)
- …as well as independently. + Basic knowledge of tax preparation, particularly for fiduciary income tax returns and estate tax returns. + Ability to use personal ... computers, Windows, and related software applications. + Basic knowledge of the commercial banking environment to facilitate trust clients' financial needs and the trust company's interface with commercial affiliates. + Working knowledge of the commercial… more
- Amazon (Irving, TX)
- …track and communicate progress - Develop capital appropriation requests and manage fiduciary responsibility for approved budgets - Perform site visits on a periodic ... basis to confirm schedule progress, attend contractor meetings and act as the single point of contact for Amazon for the general contractor partners - Review the contractor's buyout, subcontracting, material purchase schedule and long lead orders. - Coordinate… more