- M&T Bank (Dallas, TX)
- **Overview:** Assists with limited aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional ... including collecting critical documents, processing cash disbursements, trades and account balances, establishing new accounts and facilitating client requests for… more
- Comerica (Dallas, TX)
- …be responsible for contributing to the overall success of the Wealth & Institutional Management business unit by building and maintaining a high performing book of ... assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals in order to identify prospects… more
- KBR (Houston, TX)
- …to ensure adequate and legal documentation. + Receive projects from the Country Manager , may occasionally receive projects from OMSS COR/ACOR. + Perform work with ... verbally and in writing to the LCC A Country Manager . + Prepare and submit detailed reports on work...preferred. Verifiable experience managing multiple trades in a large institutional setting or managing construction projects may be considered… more
- Bank of America (Houston, TX)
- …relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access ... Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. + Deliver advice… more