- 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
- 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 ... with sales professionals and relationship managers to identify opportunities to cross-sell trust services to the bank's broader wealth management client base.… 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
- 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
- Citigroup (Houston, TX)
- …experience in corporate banking; + Demonstrated experience in deal implementation and management + Demonstrated knowledge of Corporate Trust + Ability to ... the business. Responsible for the implementation and maintenance of Agency & Trust transactions for products covering Structured Finance and Structured Credit. Must… more