Senior Estate & Trust Administration Leader
JPMorgan Chase & Co.
JPMorgan Chase & Co. is seeking a qualified professional to manage trust and estate accounts in Dallas, Texas. Responsibilities include opening accounts, developing client relationships, and ensuring compliance with legal and tax requirements. The ideal candidate will have a Bachelor’s degree, relevant experience, and ideally a JD or CTFA certification. This position involves significant personal development and client servicing skills to effectively meet beneficiary needs. #J-18808-Ljbffr JPMorgan Chase & Co.
$98k - $127.06k
Busey is seeking a Trust and Estate Settlement Advisor in Dallas, Texas. This role involves overseeing personal trust and estate settlement accounts, participating in administration, and collaborating with clients and professionals to ensure effective management of client...Senior- ...seeking a Fiduciary Relationship Manager in Dallas, TX, to oversee client relationships involving Special Needs Trusts. This role combines technical trust administration expertise with relationship management, requiring 7+ years of fiduciary experience. You will serve as a...Senior
$98k - $127.06k
A financial services institution located in Texas seeks a Trust and Estate Settlement Advisor to oversee and manage estate settlement accounts. This role involves ensuring compliance with trust laws and fostering relationships with beneficiaries, attorneys, and accountants...Senior- A leading accounting and consulting firm in Dallas seeks a Senior Manager to oversee equity plan administration for public and private clients. Key responsibilities include providing technical guidance, managing client relationships, and leading a high-performing team....Senior
- ...Financial Corporation is seeking a Private Wealth Management Trust Advisor in Dallas, Texas. This role focuses on acquiring personal... ...relationships, retaining clients, and providing comprehensive administration of accounts. The ideal candidate will have a Bachelor’s degree...SeniorFull timeFlexible hours
$120k - $140k
Mohr Talent is seeking a Senior Relationship Manager in Dallas, Texas, to enhance relationships with financial advisors and HNW clients. This role requires 4+ years of experience in financial services and offers a strong earning potential with a base salary of $120K-$1...SeniorRemote job- Arete Res is seeking a dynamic Leasing Manager in Dallas, Texas, committed to driving leasing velocity and maximizing revenue through aggressive strategies. You will lead by example on the sales floor, fostering a competitive culture. Top-performing candidates will have...Senior
$63.6k - $99.3k
A leading engineering firm is seeking an Executive Assistant in Dallas, Texas, to provide high-level administrative support to senior leaders. This role involves managing executive calendars, coordinating travel, and preparing confidential correspondence. Ideal candidates...Senior- Topgolf is looking for an Executive Assistant based in Dallas, Texas, to provide high-level administrative support to senior executives. This role is critical in managing calendars, coordinating logistics for travel and meetings, and ensuring communication efficiency among...Senior
- Vantage Oleochemicals, Inc is seeking an experienced Executive Assistant to support multiple senior leaders. The role involves managing calendars, scheduling meetings, and ensuring effective communication between executives and stakeholders. The ideal candidate will have...SeniorWork at office
- A wealth management platform is seeking a Trust Officer Senior in Dallas, Texas. This role involves overseeing account administration while ensuring client satisfaction. Candidates should have experience in private banking and teamwork skills. The position offers competitive...Senior
$55k - $60k
The American Heart Association is seeking an Executive Assistant to provide high-level administrative support to senior leaders. The position is remote, emphasizing organization and proactive communication skills. Candidates should have at least three years of experience...SeniorRemote jobWork at office- ...looking for a detail-oriented Executive Assistant to support VP and above-level executives. The role involves various support and administrative tasks, actively participating in company-wide special projects. Ideal candidates demonstrate strong organizational skills and a...SeniorWork at office
$130k - $155k
Senior Trust Officer - Special Needs | Dallas, Texas This is a rare opportunity to join a... ...Senior Trust Officers are overwhelmed with administrative work, this firm provides dedicated... ...relationship manager for complex trust and estate accounts Interpret trust documents and...SeniorLocal areaRemote work- A healthcare organization is seeking a Coding Specialist III who will handle coding for inpatient encounters, ensuring accuracy in coding and billing. Candidates must have a high school diploma, three years of acute care coding experience, and relevant certification through...SeniorRemote job
- The Texas Department of Criminal Justice is seeking a Parole Officer to perform complex parole administration and supervision work in Dallas, Texas. The role involves reviewing parole supervision activities, conducting case analyses, and supervising staff. The ideal candidate...Senior
- ...with Purpose. Partner with Impact. As the Trust Officer Senior, you will report to the Branch Manager. You will oversee account administration ensuring client satisfaction of both... ...private banking, wealth management, or estate settlement teams. Experience with specialized...SeniorImmediate start
- EXL, a leader in data analytics and digital operations, is seeking an experienced Executive... .... The role involves managing a range of administrative tasks, executive communication, and... ...over 10 years of experience supporting senior leaders, demonstrate exceptional organizational...SeniorWork at office
- EY is seeking a Real Estate Tax Senior Manager in Dallas, Texas to lead tax planning projects for diverse clients. The role requires 7-10 years of experience in real estate tax, with strong management and consulting skills. You will supervise teams, provide strategic tax...SeniorFlexible hours
- A global professional services firm seeks a Senior in FTEAS to prepare fiduciary accountings and manage client relationships. Candidates should have a Bachelor's in Accounting or Finance and at least 3 years of fiduciary accounting experience. Responsibilities include...Senior
$76k - $125.3k
...better working world. EY is a leader in serving the global... ...Management, Insurance, and Real Estate, Hospitality and Construction.... ...which financial institutions are trusted and flourish, and the global economy... ...the United States. The Senior plays an integral role in the...SeniorSummer holidayFlexible hours- A leading risk and claims administration company is seeking a Field Adjuster for its Dallas office. The ideal candidate will have over 5 years of experience in property insurance adjusting, along with strong analytical and negotiation skills. Responsibilities include appraising...SeniorWork at office
- JLL is seeking a Senior Associate in Lease Administration to join their Dallas team and deliver comprehensive lease management solutions. You will manage... ..., build essential knowledge of Corporate Real Estate, and ensure accuracy in client lease management. As a key...SeniorRemote job
$76k - $125.3k
...Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Location: New York, Chicago, Dallas, Hartford... ...better working world. EY is a leader in serving the global financial... ...tax liaisons, client trust administration teams and client trust officers to...SeniorContract workSummer holidayFlexible hours$90k - $120k
PrideStaff is seeking a detail-oriented Leasing Analyst in Dallas, Texas. This role supports lease administration and requires experience with lease analysis and contract management. The ideal candidate has over 5 years of experience in the energy industry and must be...SeniorContract work- A leading accounting firm in Dallas, Texas, is seeking a Tax Manager. This role involves technical reviews of tax returns for high-net-worth individuals and managing complex client engagements. The position also focuses on team development and compliance with tax laws. ...SeniorFlexible hours
- Miebach in Dallas is seeking a Senior Client Success Lead with expertise in the Life Sciences industry. The role involves managing and... ...of experience and a strong problem-solving capability. As a trusted advisor, you'll collaborate with various teams to drive measurable...Senior
- Downtown Boulder Partnership is seeking a Trust Officer in Addison, TX. The Trust Officer will administer personal trust, custody, estate, investment agency, and IRA accounts while ensuring compliance with fiduciary standards and laws. Responsibilities include coordinating...
- Equity Trust Company in Dallas, TX is seeking a Senior Compliance Officer to oversee compliance with regulatory requirements. This role involves managing internal and external compliance, educating staff on policies, and ensuring adherence to risk obligations. The ideal...Senior
- HKS, Inc is seeking a Construction Administrator to oversee multiple concurrent projects in Dallas, Texas. The role involves managing a team through construction phase activities while coordinating with various stakeholders including owners and contractors. Candidates should...SeniorFor contractors
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