- Truist (Dallas, TX)
- …review the following job description:** Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive ... portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render… more
- Regions Bank (Houston, TX)
- …Management Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities ... economics, accounting or related field + Eight (8) years of Trust Administration , Estate/Tax Law, Financial Planning or relevant experience including direct… more
- Wells Fargo (Austin, TX)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. *… more
- Wells Fargo (Austin, TX)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. *… more
- Wells Fargo (Austin, TX)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held… more
- Columbia Bank (TX)
- …of work or projects. + Provide in-house expertise on issues relating to trust administration . + Book new business and retain business through cross-selling. ... **About the Role:** A Trust Officer is responsible for providing some new...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Ankura (TX)
- …a team of excellence founded on innovation and growth. Practice Overview Ankura's Trust and Mass Torts team has extensive experience providing strategic advice to ... the entire litigation life cycle, from initial strategic planning to settlement administration . We leverage our unique expertise and knowledge in a variety of… more
- Charles Schwab (Austin, TX)
- …and financial services regulatory matters. Key responsibilities will include: + Provide administration and oversight to the Trust Bank Collective Trust ... basis without employer sponsorship.** The mission of Charles Schwab Trust Bank ( Trust Bank) is to bring...Products and Regulatory Relations team is responsible for the administration and oversight of several products including Charles Schwab… more
- Charles Schwab (Austin, TX)
- …responsible for oversight of all aspects of retirement plan recordkeeping and administration . In this capacity, you will consistently explore and discover client and ... part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and...approach of client service delivery in support of plan administration requirements and unique client needs. The goal of… more
- Brink's (Coppell, TX)
- …dental and vision), life and disability, global wellness, retirement, leave administration , and other key employee benefit programs. Experience managing benefits ... mobility would be preferred but not essential. Key Responsibilities: US Benefits Plan Administration + Manage the execution of the US benefits program for a… more