• Legal Wealth Advisor II (Houston or Dallas)

    Truist (Houston, TX)
    …Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9. Has strong consultative and ... 12. Solid understanding of the legal profession. 13. Strong knowledge of Microsoft Office Products. Preferred Qualifications: 1. CFP, CTFA, CDFA or similar… more
    Truist (07/30/25)
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  • Controller

    Robert Half Finance & Accounting (Dallas, TX)
    …Coordinate tax return preparation with CPA firm. * Responsible for the monthly net capital computation of the related Broker/Dealer, and the quarterly preparation of ... knowledge and management consultation is preferred. * You must demonstrate strong Microsoft Excel skills. * Experience with QuickBooks Online and CCH ProSystem fx… more
    Robert Half Finance & Accounting (07/29/25)
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  • Senior Underwriter - Bridge

    CBRE (Dallas, TX)
    …compliance. + Prepare borrower credit analysis including determination of net worth, liquidity, overall financial strength, experience owning multifamily assets ... experience to apply appropriate judgment and precedents. + In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc. + Strong… more
    CBRE (07/24/25)
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  • Administrative Assistant

    US Tech Solutions (Frisco, TX)
    …coordination efforts. **Role responsibilities:** + Coordinate and communicate meetings for high- net -worth clients in multiple locations across multiple time zones. + ... + Maintain calendar for executives. + Create internal/external correspondence using Microsoft Office products (Excel, PowerPoint, Word, etc.) as well as create… more
    US Tech Solutions (07/18/25)
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  • Business Development Specialist

    Zurich NA (Austin, TX)
    …our growing revenue team. As an ISR, you will be responsible for driving net new business across defined territories or verticals. This is a strategic, high-impact ... with tools such as Salesforce, LinkedIn Sales Navigator, Outreach, ZoomInfo, and Microsoft Teams. At Zurich, compensation for roles is influenced by a variety… more
    Zurich NA (07/18/25)
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  • Global Marketing Strategist - Citrix

    Arrow Electronics (Plano, TX)
    …full marketing mix: to recruit, enable, and grow IT partners and develop net new business through global demand generation programs targeting end customers + Liaise ... Skills: + Strong writing, presentation and communication skills + Proficient in Microsoft Office products **Work Arrangement:** Fully Remote: Must be able to travel… more
    Arrow Electronics (07/10/25)
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  • Family Office Bookkeeping Associate

    Maxwell Locke & Ritter (Round Rock, TX)
    …family office associate, you will provide financial services to ultra-high net -worth clients, including bill pay, payroll administration, insurance management, cash ... + Ability to handle interruptions and switch from task to task + Experience with Microsoft Excel, Word and Outlook + Must be comfortable with and able to learn new… more
    Maxwell Locke & Ritter (07/09/25)
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