• Alternative Asset Manager Co- Investment…

    Wells Fargo (Irving, TX)
    …AIF Custom Lending team is working to underwrite Alternative Asset Management Company Co- Investment Lending Programs. These are loans via a "program" provided to a ... on COR submission troubleshooting/questions. ie ensuring loan structure is correct for entity/ trust borrowers + Communicate up to date credit policy and process… more
    Wells Fargo (07/30/25)
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  • Trust Accounting & Investments Analyst…

    Halliburton (Houston, TX)
    …and varied tasks related to finance and accounting business processes, including general investment analysis, that are critical to the Trust Investments function ... Trust Accounting & Investments Analyst (Principal - Supervisor)...quarterly, semi-annual, and annual deliverables + Reviewing and monitoring investment manager performance; periodic virtual or in-person meetings +… more
    Halliburton (07/09/25)
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  • Associate Trust Officer

    Raymond James Financial, Inc. (Houston, TX)
    …of the investment goals and requirements for the achievement of trust objectives, the establishment of an appropriate asset allocation, and the selection of ... obtained through experience and/or formal training to administer basic-level personal trust , estate, and custody accounts. Fulfills the duties of Raymond James… more
    Raymond James Financial, Inc. (07/26/25)
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  • National Trust Service Director

    Bank of America (Houston, TX)
    National Trust Service Director Houston, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Houston/National- Trust -Service-Director\_25030275-2) **Job Description:** At Bank of America, we are… more
    Bank of America (07/24/25)
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  • Dallas Internal Audit & Financial Advisory…

    Robert Half (Dallas, TX)
    …REQUISITION Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Senior Consultant LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION ... Internal Audit & Financial Advisory Senior Consultant focused on Trust Auditing to join our growing Financial Services team....We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on… more
    Robert Half (05/31/25)
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  • Dallas Internal Audit & Financial Advisory…

    Robert Half (Dallas, TX)
    …REQUISITION Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Manager LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong ... an Internal Audit & Financial Advisory Manager focused on Trust Auditing to join our growing Financial Services team....We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on… more
    Robert Half (05/31/25)
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  • Client Trust Administrator

    Robert Half Finance & Accounting (Fort Worth, TX)
    Description We are looking for a dedicated and detail-focused Client Trust Administrator to join our team in Fort Worth, Texas. Exciting Opportunity in Fort Worth! ... Join our team as a Client Trust Administrator and ignite your career in financial services!...relationships, and leverage your 2-3 years of banking or investment experience in a dynamic, in-office role. Enjoy 100%… more
    Robert Half Finance & Accounting (07/22/25)
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  • Corp Trust Relationship Mgr II

    UMB Bank (Houston, TX)
    UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal ... marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, while our agency business provides… more
    UMB Bank (06/24/25)
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  • Wealth Management & Trust Associate

    First State Bank (Denton, TX)
    …create value for our shareholders. Our Core Values are Genuinely Care, Trust , Relentless Improvement and Accountability. All FSB employees perform their daily job ... to our internal and external customers and is able to assist Wealth Management & Trust Team as assigned to ensure effective Trust functions of the bank. The… more
    First State Bank (07/03/25)
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  • Sr. Private Banking Relationship Manager…

    Zions Bancorporation (Houston, TX)
    …network. + Deliver a full range of financial solutions including loans, deposits, investment and trust referrals, and commercial banking connections. + Conduct ... credit analysis and structure loans that align with client goals and risk profiles. + Ensure exceptional client satisfaction through proactive communication and personalized service. + Regularly review client portfolios and provide strategic recommendations. +… more
    Zions Bancorporation (05/23/25)
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