- 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
- 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
- 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 (Fort Worth, 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
- 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 ... management agreements, and directly managing a portfolio of assets. Additionally, the Trust Asset Director will play a pivotal role in negotiating easement… more
- Comerica (Dallas, TX)
- Job Description National Trust Sales Manager The Trust Sales Manager is responsible for new client acquisition results across multiple businesses and client ... develop strategies for achieving the targeted sales results for Trust . S/he is expected to collaborate with other members...refine the process of handing new accounts to the Fiduciary Guidance organization as well as the account opening… more
- Comerica (Austin, TX)
- Job Description Trust Advisor IV - Ultra High Net WorthOur Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows ... clients to take advantage of Comerica Bank & Trust , NA's professional trust administration capabilities, as...related activity and responding quickly to requests. Works with Fiduciary Strategists to develop new business through our partners.… more