- Randolph-Brooks Federal Credit Union (RBFCU) (San Antonio, TX)
- Job Description and Requirements RBFCU in partnership with Members Trust Company is seeking a Trust Officer that is responsible for engaging with Trust ... will be an internal resource for the RBFCU team and key partner to the Trust and Estate Business Development Officer. This position is for our ASC location , (main… more
- Kestra Holdings (Austin, TX)
- …independent financial professionals across the country in delivering comprehensive securities, trust , and investment advisory services to their clients. Located ... experience as unique as the city in which it operates. SUMMARY: The Senior Accounts Payable Accountant is responsible for primarily supporting month-end and year-end… more
- Bank of America (Houston, TX)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Main Street Capital Corporation (Houston, TX)
- …Capital Corporation (NYSE:MAIN) Main Street (www.mainstcapital.com) is a publicly traded investment firm that primarily provides long-term debt and equity capital to ... on the CHRON100 top performing companies in Houston, TX. Trust , friendliness, conscientiousness, and fun are embedded in Main...20 years of success as a publicly traded principal investment firm. We are a strong and healthy workplace… more
- Welltower, Inc. (Austin, TX)
- …people's wellness and overall health care experience. Welltower, a real estate investment trust ("REIT"), owns interests in properties concentrated in major, ... the property management staff and overall property operations to support property investment plans and operating expenses to achieve Net Operating Income (NOI)… more
- Wells Fargo (Austin, TX)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Associate Working at Wells Fargo | Jobs and Careers at ... provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax,… more
- Robert Half (Dallas, TX)
- JOB REQUISITION Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Senior Consultant LOCATION DALLAS ADDITIONAL LOCATION(S) JOB ... is looking for an Internal Audit & Financial Advisory Senior Consultant focused on Trust Auditing to...We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on… 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....be a mentor, trainer, and coach to Consultants and Senior Consultants as you facilitate the successful completion of… more
- Raymond James Financial, Inc. (Houston, TX)
- …that exceed our clients' expectations. In some cases may be assigned to a more senior officer as an Associate Trust Officer/ Trust Administrator during the ... of the investment goals and requirements for the achievement of trust objectives, the establishment of an appropriate asset allocation, and the selection of… more
- Charles Schwab (Westlake, TX)
- …inquiries for self-directed brokerage accounts. + Provide legal support for bank collective investment trust products. **ERISA and Tax Issues** + Advise on ERISA ... in supporting the day-to-day legal needs of our institutional trust and custody businesses. This position is integral to... and Custody Legal Counsel** + Provide advice to senior management on issues related to the administration of… more
