- 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
- 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
- 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
- Regions Bank (Houston, TX)
- …of wealth products and services including; financial planning, asset management, personal trust and estate planning, insurance and risk management services, ... years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or GED… more
- Robert Half Finance & Accounting (The Woodlands, TX)
- …met. * Display proficiency in tax returns, including Federal business and individual, Trust , Estate , and all individual State returns. * Utilize QuickBooks ... Desktop and Online, and show proficiency in Microsoft products, especially Excel and Outlook. * Show interest in tax law and possess strong research skills. For immediate consideration, please email Mark, mark.loiacano@roberthalf Requirements * Minimum of 7… more
- Navy Federal Credit Union (Mansfield, TX)
- …Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. ... Qualifications + Experience in building effective relationships through rapport, trust , diplomacy, and tact + Effective research, analytical, and problem-solving… more