- PNC (Houston, TX)
- …financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG draws individuals who ... solutions and strategies, including lending, investment management, estate/retirement planning and trust administration. PNC Private Bank takes a team approach to… more
- The Hartford (Frisco, TX)
- …primary and excess directors & officers liability, errors & omissions liability, fiduciary liability and employment practices liability. Well Be a Good Match if ... changing business environment. + An understanding of how to build relationships and trust among diverse groups. + The ability to advance their careers into technical… more
- First National Bank of Omaha (Frisco, TX)
- …span departments including Commercial & Business Banking, Retail Banking & Mortgage, and Trust & Private Wealth Reserve. Join us, and benefit from the exceptional ... to provide basic investment advice and guidance to customers adhering to all fiduciary standards. + Ability to work collaboratively and cohesively within a team… more
- Deloitte (Houston, TX)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... or other business-related field + Experience reviewing partnership and/or trust documents + Experience managing projects including scheduling, budgeting, client… more
- Deloitte (San Antonio, TX)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... in accounting, finance, or other business-related field + Experience reviewing trust documents + Excellent technology (ie, Microsoft Excel and compliance software),… more