- 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...this role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at… more
- Wells Fargo (Dallas, TX)
- … accounts. + Administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic… 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
- 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
- Cushman & Wakefield (Arlington, TX)
- **Job Title** Trust Asset Manager **Job Description Summary** Responsible for managing a portfolio of 35-45 Commercial assets for an owner or client and fulfill the ... **Job Description** + Oversee a portfolio of 30-45 commercial real estate assets, managing leasing, capital improvements, maintenance, tenant relations, and… 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 (Dallas, 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
- Deloitte (Dallas, 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