- 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 ... Accounts (IRA) **About this role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at Wells Fargo | Jobs and Careers at Wells… 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 ... of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client… 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 ... this role, you will:** + Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts. + Administer a… more
- Robert Half (Dallas, TX)
- …the Following? Demonstrated experience with : + Conducting risk-based audits of trust accounts, fiduciary activities, and internal controls to ensure compliance ... ing the adequacy and effectiveness of internal controls related to trust operations and fiduciary risk management. + Conduct ing financial and operational audits… more
- JPMorgan Chase (Dallas, TX)
- …to ensure that the trust 's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in ... training + Training at JPMorgan consists of reading the fiduciary materials which are circulated to each Trust... fiduciary materials which are circulated to each Trust Officer, attending in-house and external seminars and taking… more
- 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 & Estate ... Join our team as a Trust & Estate Operations Insurance Officer, where you...team, you will oversee and manage insurance operations within Trust & Estate client accounts. You will coordinate with… more
- Raymond James Financial, Inc. (Houston, TX)
- …personal trust , estate, and custody accounts. Fulfills the duties of Raymond James Trust (RJT) as a fiduciary or custodian in accordance with the terms of ... the governing instruments, local law, and sound fiduciary principles. Achieves the objectives of RJT as stated...assigned to a more senior officer as an Associate Trust Officer/ Trust Administrator during the development process.… more
- Comerica (Dallas, TX)
- …may be in use by the organization. This position will work with partners in Trust & Fiduciary Services and Wealth Planning to align client goals,goals based ... Expert. Working knowledge of the current financial regulatory environment, fiduciary standards and current and proposed regulatory requirements. Demonstrate the… more
- JPMorgan Chase (Dallas, TX)
- …JP Morgan's Global Trusts & Estates practice that manages clients' mineral interests as fiduciary for Trust , Agency and Foundation accounts holding oil, gas and ... is an integral part of Wealth Management's product offerings, delivering enduring fiduciary expertise and comprehensive oversight to protect the legacy of our… more
- Truist (Austin, TX)
- …client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner ... clients and prospects * Partners with Truist product specialists, including investments, trust , mortgage, insurance, etc., using a team approach to deliver solutions… more
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