- Charles Schwab (Westlake, TX)
- …specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team ... Specialist will be the subject matter authority in all implications of a client's Tax, Trust and Estate needs. **What you have** As a Tax, Trust & Estate … more
- JPMorgan Chase (Dallas, TX)
- …160 years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled professionals who possess ... comprehensive asset management solutions. + Oversee the management of real estate assets held in trust and estate accounts, ensuring compliance with banking… more
- Wells Fargo (Austin, TX)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Associate in Estate Services as part of Wealth and Investment Management. Learn more… more
- TEKsystems (Houston, TX)
- …work in a legal, financial services, or investment management environment. + Knowledge of trust and estate documentation is a plus. #westpriority25 Job Type & ... authorized signers. + Apply knowledge of entity types (LLC, LP, corporation, trust , REIT) and governance models to ensure compliance with internal documentation… more
- Regions Bank (Houston, TX)
- … Trust Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client relationships. Responsibilities include ... accounting or related field + Eight (8) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant experience including direct client… more
- Wells Fargo (Austin, TX)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans,… more
- Wells Fargo (Austin, TX)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...held asset management. * Real estate and loan asset management. * Oil, gas and… more
- Healthpeak Properties, Inc. (Cypress, TX)
- Healthpeak Properties is a fully integrated real estate investment trust (REIT) and an S&P 500 company. We specialize in owning, operating, and developing ... high-quality real estate focused on healthcare discovery and delivery. Our impressive...the country. POSITION RESPONSIBILITIES Healthpeak is seeking a Real Estate Administrator to assist in directing and coordinating activities… more
- PenFed Credit Union (San Antonio, TX)
- …The primary purpose of this job is to perform quality control reviews for first trust conventional, VA, FHA and equity real estate loans. This role will evaluate ... processing, closing, funding) required. Broad knowledge of consumer real estate lending, including first trust mortgage loans,...of consumer real estate lending, including first trust mortgage loans, home equity loans and lines of… more
- Truist (Dallas, TX)
- …Demonstrate an understanding of the operating systems unique to line of business, including trust and estate 3. Demonstrate strong knowledge of bank policy and ... job description:** Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent clients.… more