Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Trust Officer — Private Wealth & Estate Advisory

BOK Financial

BOK Financial in Austin, Texas, is seeking a Trust Officer III to administer complex and high-profile personal trust accounts. You'll collaborate with Portfolio Managers and provide exceptional client experiences while developing new business relationships. Ideal candidates will have a Bachelor's Degree in Business and substantial experience in trust administration. Join a dynamic team dedicated to offering outstanding client services. #J-18808-Ljbffr BOK Financial

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Trust Officer — Private Wealth & Estate Advisory in Austin, TX vacancy
  • A financial institution in Austin is seeking an experienced Trust Officer III to manage complex trust accounts and enhance client relationships...  .... This role offers a unique opportunity to contribute to a dynamic team in the Private Wealth sector. #J-18808-Ljbffr BOK Financial
    Senior
    Private

    BOK Financial

    Austin, TX
    3 days ago
  • A leading financial services firm in Austin, Texas, is seeking a Senior Trust Officer to manage complex personal trusts and provide exceptional customer service. The role involves collaborating with various teams to meet client needs and ensure compliance with legal standards... 
    Senior
    Private

    BOK Financial Corporation

    Austin, TX
    3 days ago
  •  ...SANAN, Plano -PLANAreas of Interest: Trust Pay Transparency Salary Range: Not...  ...enthusiast like yourself to join our Private Wealth team as a Trust Officer. You will make the most out of every...  ...profitable personal trust, custody and estate, investment agency and IRA accounts.... 
    Senior
    Private

    Bank of Oklahoma

    Austin, TX
    4 days ago
  • Greenberg Traurig is seeking a senior-level Associate for the Private Wealth Services Practice in our Austin office. The role emphasizes sophisticated estate planning for high-net-worth individuals...  ...has 4-8 years of experience in trusts and estates, strong academic credentials... 
    Senior
    Private
    Private practice
    Work at office

    Greenberg Traurig

    Austin, TX
    5 days ago
  • Northern Trust seeks a Senior Relationship Advisor to work with high-net-worth clients, delivering personalized...  .... You will coordinate across trust, tax, estate, investment and planning professionals to provide integrated wealth solutions, aligned with fiduciary standards... 
    Senior
    Private

    Northern Trust

    Austin, TX
    2 days ago
  •  ...Austin is seeking a highly skilled Senior-Level Associate for its Private Wealth Services Practice. The role requires...  ...of experience in sophisticated estate planning for high-net-worth clients...  ...planning documents and managing complex trust administrations. This full-time... 
    Senior
    Private
    Full time
    Private practice

    Greenberg, Traurig, PA

    Austin, TX
    4 days ago
  • Job Overview A law firm seeks a Senior Private Wealth Services Associate for its Austin, Texas office. This full-time position offers...  ..., providing sophisticated estate planning and wealth management...  ...documents, including revocable trust agreements and wealth transfer... 
    Senior
    Private
    Full time
    Work at office

    BCG Attorney Search

    Austin, TX
    5 days ago
  • Position: Wealth Advisor/Trust Officer III - Austin | Division: Wealth Management Services | Work Days:...  ...Texas with offerings in personal and private banking, wealth management, business...  ...laws governing trusts, foundations, estates, and investments. Grows Portfolios within... 
    Private
    Monday to Friday

    Broadway Bank

    Austin, TX
    2 days ago
  • BCG Attorney Search seeks a Senior Private Wealth Services Associate for its Austin, Texas office. The role involves drafting complex estate planning documents and handling wealth management matters for high-net-worth clients in a fast-paced setting. Ideal candidates bring... 
    Senior
    Private
    Work at office

    BCG Attorney Search

    Austin, TX
    5 days ago
  • Husch Blackwell LLP is seeking a Private Wealth Associate with four to eight years of experience for roles across our offices, including The Link virtual office. Dallas...  ...candidate will have sophisticated estate planning, drafting, trust and estate administration, and tax... 
    Private
    Work at office

    Husch Blackwell

    Austin, TX
    5 days ago
  •  ...firm in Austin is looking for a Junior to Mid-Level Private Wealth Services Associate. The ideal candidate will have...  ...at least one year of experience in sophisticated estate planning for high-net-worth individuals and trust administration. Responsibilities include drafting... 
    Private
    Full time

    Greenberg, Traurig, PA

    Austin, TX
    2 days ago
  • A leading financial services company is seeking a Senior Private Wealth Banker to act as a trusted advisor, managing complex loans and delivering tailored financial solutions to high-net-worth clients. Candidates need to have a Bachelor's Degree in Finance and significant... 
    Senior
    Private

    BOK Financial Corporation

    Austin, TX
    3 days ago
  • JPMorgan Chase & Co. in Austin, TX, is seeking a Private Banker to provide exceptional client advisory services. This role focuses on advising families on managing their wealth, utilizing investment strategies, financial planning, and banking expertise. Candidates must... 
    Senior
    Private

    JPMorgan Chase & Co.

    Austin, TX
    2 days ago
  • BOK Financial is looking for a Private Banker in Austin, Texas. In this role, you will act as a trusted advisor, recommend financial solutions to high-net-worth clients...  ...to make substantial contributions to client wealth management. #J-18808-Ljbffr BOK Financial
    Senior
    Private

    BOK Financial

    Austin, TX
    3 days ago
  •  ...Austin seeks a highly skilled Associate for its Private Wealth Services Practice. The ideal candidate will have 4-8 years of estate planning experience for high-net-worth...  ...drafting estate planning documents and overseeing trust and estate administrations. This is a full-... 
    Senior
    Private
    Full time
    Private practice

    Greenberg Traurig, LLP

    Austin, TX
    3 days ago
  • $74.93k - $153k

     ...services to individual clients and their trusts, estates, family offices, investment vehicles, charitable...  ...a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends...  ...31, 2027. What You’ll Do As a Tax Senior in our Private Wealth Tax practice,... 
    Senior
    Private
    Private practice
    Work at office
    Local area

    Deloitte

    Austin, TX
    4 days ago
  •  ...Opportunity RIA Operator/Senior Wealth Advisor  Location On-...  ...Strategies (SWS), a growing family office platform serving 200+ high...  ..., insurance, annuities, private credit, and real estate offerings via Noble...  ...Experience managing HNW advisory relationships ($1M–$25M accounts... 
    Senior
    Private
    Work at office

    SKYLINE WEALTH STRATEGIES, LLC

    Austin, TX
    17 days ago
  •  ...global leader in innovative wealth management, asset servicing,...  ...and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide...  ...and exceptional service. SENIOR ESTATE ADMINISTRATOR, WEALTH MANAGEMENT...  ..., investment management, private banking, etc.). 11. Reviews and... 
    Senior
    Private
    Full time
    H1b
    Worldwide
    Flexible hours

    Northern Trust

    Austin, TX
    4 days ago
  • $77k - $202k

     ...Capital Markets and Accounting Advisory Services)Management...  ...Accounting Advisory Services - Senior Associate, you will provide strategic...  ...related to both public and private deals, as well as other significant...  ...to establish a secure and trusted workplace for all.... 
    Senior
    Private
    Full time
    H1b

    PwC

    Austin, TX
    1 day ago
  • $200k

     ...Sr. Wealth Advisor Compensation: $200,000 per year...  ...About HUB Retirement & Private Wealth (RPW): We lead...  ...Job purpose: As a Senior Wealth Advisor, you will...  ...associates in those associates' offices and at various regional...  ...to the firm's wealth advisory and partner firms... 
    Senior
    Private
    Work experience placement
    Local area

    Squaremouth

    West Lake Hills, TX
    3 days ago
  •  ...skilled Associate in the Private Wealth Services Practice of our Austin office. We offer competitive...  ...Requirements We are seeking a senior‑level associate (with a...  ...record in sophisticated estate planning for high‑net‑...  ...and families, trust and estate administration... 
    Senior
    Private
    Full time
    Private practice
    Work at office

    Greenberg Traurig, LLP

    Austin, TX
    3 days ago
  • $365k - $420k

     ...firm in Austin, Texas, is seeking an experienced associate specialized in trust and estate planning with a minimum of five years of relevant experience. Candidates will be integral to the Private Client Services Group, assisting clients with complex estate and tax issues... 
    Senior

    Ashurst Perkins Coie

    Austin, TX
    5 days ago
  • Bank of America in Austin, TX seeks an accomplished Private Banker to manage and grow a high-net-worth client base. You will lead client...  ...and coordinate across the enterprise to meet client needs with wealth and banking solutions. The role requires a disciplined, high-... 
    Senior
    Private

    Bank of America

    Austin, TX
    3 days ago
  •  ...Senior Private Wealth Banker Areas of Interest: Finance; Private Banking Pay Transparency Salary Range: Not Available BOK Financial, Headquartered...  ...geographies. Bonus Type Formula Based Summary Acting as a trusted advisor, finding and recommending the right financial... 
    Senior
    Private
    Local area

    BOK Financial

    Austin, TX
    3 days ago
  •  ...Wealth Advisory - Relationship Manager Hybrid - Austin, Texas Company...  ...and innovators from the private wealth industry who possess a...  ...You'll be the person clients trust to know their lives: the family...  ...equity compensation, and real estate, a sophisticated book that demands... 
    Private

    Farther

    Austin, TX
    3 days ago
  • $88.5k - $137.6k

     ...balance work with life moments, you’re trusted to deliver results and make an impact. We...  ...Description: Role Summary: Crowe’s Technology Advisory practice is seeking an AI-enabled...  ...to provide audit services to public and private entities while also helping clients reach... 
    Senior
    Private
    Local area
    Worldwide

    Crowe

    Austin, TX
    5 days ago
  •  ...provide insightful investment solutions. The role requires a minimum of seven years’ experience in private banking or financial services, along with a strong understanding of wealth management. Ideal candidates will hold a Bachelor’s degree, with preferred qualifications... 
    Senior
    Private

    JPMorganChase

    Austin, TX
    2 days ago
  •  ...Description Job Description Private Wealth Services Associate (1+ Years)...  ..., TX (Onsite) Full-Time | Estate Planning | Competitive...  ...Associate to join its Austin office. This is an excellent opportunity...  ...and revocable/irrevocable trusts Advise on gift, estate, and... 
    Private
    Full time
    Private practice
    Work at office

    Direct Counsel

    Austin, TX
    more than 2 months ago
  •  ...Attorney Search in Austin, TX, seeks a Private Wealth Services Associate for a full-time role....  ...one year of experience in sophisticated estate planning and related areas. You will design...  ...estate planning documents, manage trust and estate administrations, and support... 
    Private
    Full time

    BCG Attorney Search

    Austin, TX
    3 days ago
  •  ...so, being a Relationship Development Officer - Trust and Wealth with Frost could be for you.At Frost,...  ...sources and prospects regarding trust, estate, fiduciary, and wealth management solutionsMaintain...  ...:Experience in trust, fiduciary, private banking, wealth management, or estate... 
    Private
    Full time

    Frost Bank

    Austin, TX
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Trust Officer — Private Wealth & Estate Advisory. Be the first to apply!