- 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 ... families of disabled individuals + Knowledge and understanding of estate, trust , or fiduciary administration + Ability to read and interpret legal documents +… more
- Bank of America (Dallas, TX)
- …Bank fiduciary accounts. In-depth knowledge of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal ... Management firm or Trust Company + Experience working with trust officers/ fiduciary specialists and making fiduciary related risk-reward decisions +… 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 ... law. + Develop and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a trust . +… 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 ... and other planned giving vehicles. + Analyze and apply state-specific fiduciary and trust law requirements across a nationwide footprint and advise internal… more
- Wells Fargo (Dallas, TX)
- …**BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... (UHNW) space + Knowledge and understanding of financial and estate planning, fiduciary / trust , wealth transfer and investment understanding + Local market… 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
- 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...carrying out Trust administration activities. + Advises fiduciary team regarding Trust and tax related… 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