- Raymond James Financial, Inc. (Houston, TX)
- …and skills obtained through experience and/or formal training to administer basic-level personal trust , estate, and custody accounts. Fulfills the duties of ... **Qualifications** **Knowledge, Skills, and Abilities:** **Knowledge of:** . Principles of trust administration and estate planning. **Skill in:** .… more
- Wells Fargo (Austin, TX)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... advice and wealth and asset management services, including: * Personal trust services. * Estate services. *...of disabled individuals + Knowledge and understanding of estate, trust , or fiduciary administration + Ability to… more
- JPMorgan Chase (Dallas, TX)
- …their lifetime or upon their death through a provision in their will, it is the Trust Officer's role to oversee the administration of the trust . Through ... that knowledge to client specific planning exercises and account administration + Work with Tax Officers and trust... Officers devote a significant amount of time to personal development and training + Training at JPMorgan consists… more
- UMB Bank (Houston, TX)
- …Corporate Trust Compliance Specialist is exposed to all facets of Corporate Trust Administration and is responsible for applying all the concepts that govern ... UMB's Corporate Trust Compliance team supports the Corporate Trust group by performing account review, monitoring and ensuring compliance with regulations, and… more
- Robert Half (Dallas, TX)
- …REQUISITION Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Senior Consultant LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION ... Internal Audit & Financial Advisory Senior Consultant focused on Trust Auditing to join our growing Financial Services team....contributions. We provide Choice Time Off (CTO) for vacation, personal needs, and sick time. The amount of (CTO)… more
- Robert Half (Dallas, TX)
- …REQUISITION Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Manager LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong ... an Internal Audit & Financial Advisory Manager focused on Trust Auditing to join our growing Financial Services team....contributions. We provide Choice Time Off (CTO) for vacation, personal needs, and sick time. The amount of (CTO)… more
- Lincoln Financial (Austin, TX)
- …Reinsurance team at Lincoln is responsible for coordinating reinsurance administration , execution, and monitoring efforts across Lincoln's Life Solutions ... systems, or financial reporting expert to develop and maintain strategic reinsurance administration and monitoring processes. This person will play a leadership role… more
- WTW (Dallas, TX)
- …and ACS to implement, maintain, and close-out wrap-up programs. Coordinate administration activities related to managing a wrap-up. **The Role** + Communicate ... + Willing to learn and manage project/subcontractor activity through WTW Wrap Administration System + Provide status reports to client's project teams + Participate… more
- Cherry Bekaert (Austin, TX)
- …team is currently seeking a Tax Senior with experience in pension plan administration and form 5500 preparation. **As a Plan Administration Senior, you ... or related field + Experience (typically 3-5 years) in pension plan administration , including experience preparing and reviewing form 5500 + A solid understanding… more
- Lexitas Legal (Corpus Christi, TX)
- POSITION TITLE: Administration Specialist LOCATION: ) This is a full-time, on-site position based at our Corpus Christi office located at 500 N Shoreline Blvd, Suite ... retrieval, process service and legal talent. Built on a foundation of trust , professionalism, and innovation, Lexitas delivers customized solutions with unmatched … more