- 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
- WTW (Dallas, TX)
- …client teams for areas related to DC retirement plan compliance, vendor management, fiduciary management, plan design, and cost forecasting + Respond to queries from ... consultants and clients with respect to plan provisions and resolve/escalate any problems or issues + Draft plan amendments and summary plan descriptions, and review employee communications + Assist with compliance corrections + Support fee benchmarking and… more
- Vaco (Austin, TX)
- …including contract placement sales experience with progressive supervision and fiduciary responsibility required + Bachelors degree required; preferred degree in ... business/accounting/finance/audit/IT or MBA; CPA designation preferred + Repeat recognition as a top performer **Travel Requirements:** + 10% travel (eg 10% travel to differing locations, 90% of the time working from an office) **Physical Demands:** The… more
- Pedernales Electric Cooperative (Cedar Park, TX)
- …specifications, standards, and industry practices . + Ensure PEC membership's fiduciary interests are maintained through effective contract management during all ... construction activities + Ensure safe working practices and environment is adhered to on the construction site + Ensure construction activities are fully complete when invoiced by construction contractor + Ensure environmental and permitting requirements are… more
Recent Jobs
-
Teacher Assistant- Preschool
- Erie 2-Chautauqua-Cattaraugus BOCES (Williamsville, NY)