- Wells Fargo (Austin, TX)
- …**About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal Market Service Team in Trust ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- Wells Fargo (Austin, TX)
- …It all begins with you. **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- Robert Half (Dallas, TX)
- …the Following? Demonstrated experience with : + Conducting risk-based audits of trust accounts, fiduciary activities, and internal controls to ensure compliance ... be a mentor, trainer, and coach to Consultants and Senior Consultants as you facilitate the successful completion of...the adequacy and effectiveness of internal controls related to trust operations and fiduciary risk management. +… 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 ... Raymond James Trust (RJT) as a fiduciary or custodian in...In some cases may be assigned to a more senior officer as an Associate Trust Officer/ Trust… more
- PNC (Houston, TX)
- …Bank. * Program includes following areas of expertise: - Administration of personal fiduciary accounts (trusts, estates, investment management, IRAs, etc.) - ... to the company's success. As a Compliance Program Manager Senior within PNC's Enterprise Compliance - AMG organization, you...Knowledge of 12 CFR 9, state trust and fiduciary laws, uniform … more
- Deloitte (Dallas, TX)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research ... of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers...clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy,… more
- UMB Bank (Austin, TX)
- …managers, and other service providers. + You will help identify value-added services that Personal Trust and Custody can provide. + You will ensure timely ... will manage accounts with a focus on client experience, the governing instruments, fiduciary laws, and bank policies and procedures. + You will work collaboratively… more
- Charles Schwab (Southlake, TX)
- …effective operation of the Company's Compliance Risk Committees, including the Compliance, Bank, Personal Trust and Fiduciary and Conflicts of Interest Risk ... regulated entities, including its broker-dealer, investment advisors and bank and trust companies, among others. With this evolution, the Company's Compliance… more
- Truist (Austin, TX)
- …client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner ... comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an… more