- JPMorgan Chase (Dallas, TX)
- The **Global Trusts & Estates Practice** is an integral part of Wealth Management's product offerings, delivering enduring fiduciary expertise and comprehensive ... full teams of professionals experienced in, and dedicated to, estate administration, trust administration, investment management, tax...Gas") is a specialized team within JP Morgan's Global Trusts & Estates practice that manages clients'… more
- JPMorgan Chase (Fort Worth, TX)
- Join our team as a Trust & Estate Operations Insurance Officer, where you will play a pivotal role in managing our Real Estate and Oil & Gas insurance ... leverage your expertise and make a significant impact within our Asset Wealth Management Trust & Estate Fiduciary client accounts. As a Trust & Estate … more
- JPMorgan Chase (Dallas, TX)
- The Global Trusts & Estates Practice is an...JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime ... corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by...through a provision in their will, it is the Trust Officer's role to oversee the administration of the… more
- Texas Tech University (TX)
- …1. A demonstrated record of effective teaching in courses such as Wills & Trusts , Property, and/or Estate Planning. 2. An established record of scholarly ... publications in wills & trusts , property, estate planning, or intersecting areas of legal scholarship. 3. A commitment to, and/or demonstrated experience in,… more
- Southern Glazer's Wine and Spirits (San Antonio, TX)
- …Responsibilities** + Build positive, credible, lasting customer relationships based on trust + Discover and identify customer business growth needs + Develop ... a customer business growth plan for each account and build a pipeline of selling opportunities to drive incremental sales above base business + Analyze data and insights to increase sales, grow customer business, and better achieve objectives + Regularly and… more
- Deloitte (Fort Worth, TX)
- …has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts , Real Estate Private Equity Funds, and real estate… more
- Raymond James Financial, Inc. (Houston, TX)
- …skills obtained through experience and/or formal training to administer basic-level personal trust , estate , and custody accounts. Fulfills the duties of Raymond ... tax law in the administration of revocable and irrevocable trusts and decedent's estates . . Maintains a...well as word processing and spreadsheet programs. . Assist Trust Officers in estate administration, including confirming… more
- Wells Fargo (Austin, TX)
- …+ 2+ years of direct experience in administering estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts , custody, tax, specialty assets,… more
- Wells Fargo (Austin, TX)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts , custody, tax, specialty assets, ... and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic...federal regulations + Direct experience in drafting Special Needs Trusts , settlement trusts , planning for individuals living… more
- PenFed Credit Union (Plano, TX)
- …a wholly owned subsidiary of PenFed Credit Union (PenFed), is hiring a Real Estate Agent Services Administrator to work onsite at our Plano, Texas location. The ... primary purpose of this job is to support our Real Estate Sales office. This position will provide operational, administrative, and social media support to the… more