- City National Bank (Dallas, TX)
- …and regulatory changes and expectations. Key areas of focus and involvement include: Personal and Employee Benefit Trust Administration , Retirement and ... to meet plan for the individual audit. * Takes personal responsibility for a complete, multi-stage project (audit) *...reports and demonstrated ability to develop people * Certified Trust Compliance Professional (CTCP) Or * Certified Fiduciary &… more
- 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 public benefits as they relate to Special Needs Trust administration . + Direct fiduciary experience administering… 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
- 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
- Comerica (Dallas, TX)
- …Serve as a leader for the trust organization to sell Comerica's trust products across personal and institutional markets. Provide input to sales strategies ... Job Description National Trust Sales Manager The Trust Sales...strategic thinking, negotiation, market knowledge, and team building strong administration skills, including motivation, communication, and decision-making abilities Salary… 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
- Wells Fargo (Dallas, TX)
- …support. We're looking for a detail-oriented professional with deep expertise in trust administration and regulatory compliance, who thrives in a fast-paced, ... hiring a **Senior Business Execution Administrator** to support our **Special Needs Trust Services** team. This position plays a key role in delivering exceptional… more
- General Dynamics Information Technology (San Antonio, TX)
- …Be Able to Obtain:** Top Secret SCI + Polygraph **Public Trust /Other Required:** None **Job Family:** Security Operations **Skills:** Program Security,Security ... to advance the mission and optimize our business strategy as a Security Administration /Visitor Control (SA/VC) at GDIT. Here, you'll support solving some of our… more
- City National Bank (Dallas, TX)
- …governance processes, system of internal controls for the Wealth Management platform: Personal and Employee Benefit Trust Administration , Retirement and ... Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's Capital Markets, Registered and Unregistered Fund Vehicles, Support Functions (Operations, Compliance, Risk). Additionally, the position is… more