- Raymond James Financial, Inc. (Houston, TX)
- …assigned. **Qualifications** **Knowledge, Skills, and Abilities:** **Knowledge of:** . Principles of trust administration and estate planning . **Skill in:** ... skills obtained through experience and/or formal training to administer basic-level personal trust , estate , and custody accounts. Fulfills the duties of Raymond… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- … accounting platforms or custodial systems is preferred. * Knowledge of fiduciary responsibilities, estate planning , or trust compliance processes is a plus. ... We are looking for a dedicated and detail-focused Client Trust Administrator to join our team in Fort Worth,...in Fort Worth! Join our team as a Client Trust Administrator and ignite your career in financial services!… more
- Truist (Houston, TX)
- …range of wealth products and services (financial planning , asset management, personal trust and estate planning , insurance and risk management services, ... to support client service and business development efforts (eg credit, mortgage, planning , investment, trust and fiduciary services, and insurance services) in… more
- Regions Bank (Houston, TX)
- …wealth products and services including; financial planning , asset management, personal trust and estate planning , insurance and risk management services, ... utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities** + Collaborates… more
- Vanguard (Dallas, TX)
- …a book of business with a track record of client satisfaction and loyalty. + Apply trust and estate planning knowledge to help preserve client's wealth. + ... disciplined investing approaches, tax management strategies, and additional financial planning support. + Develop personalized investment strategies and deliver… more
- Bank of America (Dallas, TX)
- …with Specialists across the bank to deliver appropriate solutions spanning: custom lending, trust and estate planning , philanthropic services, business sales ... 66 licenses **Skills:** + Market Analysis + Portfolio Management + Wealth Planning + Analytical Thinking + Client Investments Management + Client Solutions Advisory… more
- Fox Rothschild LLP (Dallas, TX)
- …corporate, litigation, bankruptcy, labor & employment, tax, real estate , estate planning , estate administration, trust planning , trust ... administration, and intellectual property matters) and define relationships within the conflicts-of-interest system. + Determine when it is appropriate and/or necessary to escalate an issue to the Conflicts Counsel, or the General Counsel's Office.… more
- Deloitte (Austin, TX)
- …has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who...for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized… more
- Amazon (Austin, TX)
- Description Optimize and Transform Our Real Estate Portfolio with Strategic Decision-Making As our Real Estate Portfolio Manager, you'll play a pivotal role in ... to participate in all facets of effectively managing a real estate portfolio including lease renewals, contract negotiations, lease compliance, asset management,… more
- Amazon (Austin, TX)
- …we can't achieve. \#DCPD_Delivery Basic Qualifications - Bachelor's Degree in Urban Planning , Architecture, Civil Engineering, Real Estate or related fields. - ... from the most successful startups to Global 500 companies trust our robust suite of products and services to...3+ years experience in real- estate development, law, engineering, master planning in… more