- JPMorgan Chase (Fort Worth, TX)
- …to leverage your expertise and make a significant impact within our Asset Wealth Management Trust & Estate Fiduciary client accounts. As a Trust ... Join our team as a Trust & Estate Operations Insurance Officer, where you will play a pivotal role in managing our Real Estate and Oil & Gas insurance… more
- Wells Fargo (Austin, TX)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic... fiduciary professionals to administer a book of fiduciary relationships, including implementing client estate plans,… more
- Wells Fargo (Dallas, TX)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic...with confidence. WIM is also a leading provider of trust and fiduciary services, including a number… more
- Wells Fargo (Austin, TX)
- …and ultra-high-net-worth individuals and families. WIM is also a leading provider of trust , investment, and fiduciary services, including personal trust ... other planned giving vehicles. + Analyze and apply state-specific fiduciary and trust law requirements across a...and a Philanthropic Administrator can be assigned-e.g., when an estate will fund a new charitable trust … more
- Bank OZK (Dallas, TX)
- …in applicable region/territory, overseeing the administration and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job ... and guidance through effective communication related to carrying out Trust administration activities. + Advises fiduciary team...law and investment regulations. + Knowledge of federal income, estate , gift, and GST tax; multi-state estate … more
- Raymond James Financial, Inc. (Houston, TX)
- …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...well as word processing and spreadsheet programs. . Assist Trust Officers in estate administration, including confirming… more
- TIAA (Frisco, TX)
- … Administration Manager manages a team of experienced professionals that work on trust and estate accounts. This job focuses on ensuring customer requests ... are consistent with trust laws and regulations. In addition, the ...to, asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, executive planning and… more
- Cushman & Wakefield (San Antonio, TX)
- **Job Title** Director, Trust Asset **Job Description Summary** The Trust Asset Director will oversee and support Trust Asset Managers in managing portfolios ... and directly managing a portfolio of assets. Additionally, the Trust Asset Director will play a pivotal role in...compliance requirements as applicable to the assigned ranch real estate portfolio in addition to managing a portfolio of… more
- JPMorgan Chase (Dallas, TX)
- …on staff full teams of professionals experienced in, and dedicated to, estate administration, trust administration, investment management, tax compliance and ... JP Morgan's Global Trusts & Estates practice that manages clients' mineral interests as fiduciary for Trust , Agency and Foundation accounts holding oil, gas and… more
- Deloitte (Houston, TX)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate , and gift work papers and ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… more