- Wells Fargo (Austin, TX)
- …of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. ... guidance on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody, tax, specialty… more
- Wells Fargo (Austin, TX)
- …of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. ... guidance on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody, tax, specialty… more
- Regions Bank (Houston, TX)
- …provide a broad range of wealth products and services including; financial planning, asset management , personal trust and estate planning, insurance and risk ... years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or… more
- JPMorgan Chase (Dallas, TX)
- …Reviews, and management of overdrafts - is a plus Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors in ... Officers are also required to assist in training and developing their Trust Administrative Officers and Professionals, including performance management and… more
- Raymond James Financial, Inc. (Houston, TX)
- …of monitoring and administering personal trusts. This includes the use of trust accounting and management software as well as word processing and spreadsheet ... and skills obtained through experience and/or formal training to administer basic-level personal trust , estate, and custody accounts. Fulfills the duties of… more
- Robert Half (Dallas, TX)
- …employee benefit trust accounts + Uniform Prudent Investor Act (UPIA) and Uniform Trust Code (UTC) for trust management best practices + Sarbanes-Oxley ... the adequacy and effectiveness of internal controls related to trust operations and fiduciary risk management . +...contributions. We provide Choice Time Off (CTO) for vacation, personal needs, and sick time. The amount of (CTO)… more
- UMB Bank (Houston, TX)
- UMB's Corporate Trust Compliance team supports the Corporate Trust group by performing account review, monitoring and ensuring compliance with regulations, and ... losses that could be incurred by UMB The Corporate Trust Compliance Specialist II role is responsible for the...You will partner with internal teams including the Relationship Management team to prepare summaries and reports, as well… more
- Charles Schwab (Westlake, TX)
- …based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's ... teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth...income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of… more
- UMB Bank (Austin, TX)
- UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal ... marketplaces. Our trust services reach beyond traditional offerings to servicing ABS,...client inquiries, and providing overall assistance to the Relationship Management team including; compiling performance data, record keeping, coordinating… more
- Wells Fargo (Dallas, TX)
- …of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. ... guidance on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody, tax, specialty… more
Recent Jobs
-
Engineer I/II, Process Engineering
- CARMAX (Richmond, VA)
-
Portfolio Manager (AVP/VP/SVP)
- Banc of California (Fresno, CA)