- City National Bank (Dallas, TX)
- …Public Accountant Or * CIA - Certified Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or * ... CAMS - Certified Anti-Money Laundering Specialist Or *Additional Qualifications* * Strong verbal and written communication skills to effectively present to peers and business management. * Demonstrated negotiation and leadership skills needed to convey ideas… more
- Robert Half Finance & Accounting (Schulenburg, TX)
- …provide insights to management teams. Compliance and Asset Protection: Exercise fiduciary responsibilities to safeguard assets and ensure adherence to DFA accounting ... and finance policies. Qualifications To be considered for this role, candidates should meet the following requirements: Education: Bachelor's degree in Finance, Accounting, or a related field is required. CPA, CMA, or MBA designations are preferred.… more
- USAA (San Antonio, TX)
- …requisition or internship program guidelines within the approved range, maintaining a fiduciary responsibility to the company. + **Forecasts & Leads Early Talent & ... Internship Pool Development:** Forecasts and leads early talent and internship pool size to fulfill workforce plans and hiring objectives. + **Collaborates to Maintain Compliance:** Collaborates with hiring managers and/or coworkers through the recruiting… more
- MD Anderson Cancer Center (Houston, TX)
- …of maintaining a secure research environment, fulfilling funding agencies' fiduciary expectations, and providing research security risk-based guidance to appropriate ... risk decision makers. The Director will facilitate education, training, and communication related to research security to promote awareness and engagement across the institution. The Director will help develop and maintain relationships with external… more
- Capital One (Plano, TX)
- …graduate degree** + **Understanding of State Level Lien Release requirements, Fiduciary Rights, Electronic Fund Transfer Act (Regulation E), and National Automated ... Clearing House Association (NACHA) requirements** + **5+ years of experience supporting, partnering, and interacting with internal business clients** + **6+ years of experience in compliance, legal or audit** + **Certified Regulatory Compliance Management… more
- Charles Schwab (Austin, 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
- Anywhere Real Estate (San Antonio, TX)
- …of accounts monthly and/or on an as needed basis. Exercises sound fiduciary judgment in recommending settlements, write off and negotiating partial payments with ... debtor Assists cross functional teams (Billing, AP, GL, Operations, Client Services, and Supply Chain) on an as needed basis to resolve pending issues. Participate on special task teams and projects. Recommend process improvements. QUALIFICATIONS/SELECTION… more
- PNC (Dallas, TX)
- …and/or commercial loan transactions. May have responsibility for fulfilling key fiduciary obligations associated with the Banks Agent role; validating construction ... due diligence requirements; and/or monitoring construction progress and draw requirements. Directly interacts with high revenue/high profile corporate and/or commercial real estate clients. + Reviews customized commercial, legal, and related due diligence… more
- JPMorgan Chase (Fort Worth, TX)
- …and make a significant impact within our Asset Wealth Management Trust & Estate Fiduciary client accounts. As a Trust & Estate Operations Insurance Officer in our ... Asset Wealth Management team, you will oversee and manage insurance operations within Trust & Estate client accounts. You will coordinate with various stakeholders to ensure effective management of insurance policies, claims, and renewals, enhancing… more
- Textron (Fort Worth, TX)
- …* Lead role in Bell team collaboration on proposal responses\. * Fiduciary responsibility for business conduct, travel expenses, budget management, and corporate ... credit card use\. **Qualifications** **Skills You Bring To this Role** * Excellent communication, influencing, and relationship\-building skills\. * Demonstrated ability to work effectively and collaboratively in a geographically distributed organization\. *… more