- Wells Fargo (Austin, TX)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Market Service Team in ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Raymond James Financial, Inc. (Houston, TX)
- …and custody accounts. Fulfills the duties of Raymond James Trust (RJT) as a fiduciary or custodian in accordance with the terms of the governing instruments, local ... law, and sound fiduciary principles. Achieves the objectives of RJT as stated...some cases may be assigned to a more senior officer as an Associate Trust Officer /Trust Administrator… more
- JPMorgan Chase (Dallas, TX)
- …to clients. With over 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered ... or upon his death through a provision in his will, the Trust Administrative Officer works under the supervision of the Trust Officer in the administration… more
- JPMorgan Chase (Houston, TX)
- …and Estates services. You will work under the supervision of the Trust Officer in the administration of accounts, ensuring the proper set-up of account records, ... long history of excellence in serving as a corporate fiduciary for families. Job Responsibilities : + Work with...counsel to resolve tax issues + Assist the Trust Officer to maintain current information on beneficiaries and their… more
- PNC (Dallas, TX)
- …to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. + ... PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit… more
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