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

Personal Trust Officer - Wealth Management

Herring Bank

Herring Bank seeks a Trust Officer I or II to join Wealth Management – Personal Trust in Lewisville, TX. The role focuses on administering personal trust, estates, IRAs, and fiduciary accounts, with client contact and coordination with attorneys and advisors.

Level is determined by experience and demonstrated expertise in trust administration. The position supports business development, asset valuation, and regulatory compliance, with opportunities to handle non-traditional assets and complex

#J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Personal Trust Officer - Wealth Management in Lewisville, TX vacancy
  • Herring Bank is seeking a Trust Officer I or II to join our Wealth Management team with a focus on Personal Trust administration in Lewisville, TX. The level will be based on experience and expertise, and duties include administering fiduciary accounts and supporting business... 
    Suggested

    Herring Bank

    Lewisville, TX
    3 days ago
  •  ...family of companies, youll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an...  ...dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas... 
    Suggested
    Casual work
    Local area
    Flexible hours

    Level Four Wealth Management

    Flower Mound, TX
    4 days ago
  •  ...of all necessary due diligenceIn coordination with the Project Manager/Land Development Manager, develop land plans, project scheduling...  ...to programs, services, and employment is available to all persons.Qualified applicants will be contacted directly by the Talent Acquisition... 
    Suggested
    Permanent employment
    Full time
    Temporary work
    Local area

    Mattamy Homes

    Farmers Branch, TX
    9 days ago
  •  ...Full-time, Client Service Associate (CSA) Waterworth Wealth Advisors, LLC helps our clients achieve their financial...  ...advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a... 
    Suggested
    Full time
    Local area

    Kestra Financial

    Grapevine, TX
    4 days ago
  •  ...Property Manager Unlock your potential with Avenue5 Residential. Your ideas. Your development...  ...and body. We care about you as a whole person, both inside and outside of work....  ...as liaison to residents and the corporate office regarding the administration of common area... 
    Suggested
    Work at office

    Avenue 5

    Lewisville, TX
    3 days ago
  •  ...responsibility for both client relationships and campaign performance. You'll own a portfolio of accounts, lead bi-weekly client calls, manage Meta campaigns, monitor results, contribute to ad messaging, and serve as the primary point of contact for your clients. You'll... 
    Work from home
    Flexible hours

    Clients Blackbox, Inc.

    Lewisville, TX
    3 days ago
  • $20.19 - $35 per hour

     ...possibility lives. The market teams include our Leasing, Property Management and Rehab, Turns & Maintenance professionals. Together, our...  ...of property management software programs and Microsoft Office Applications Customer service oriented; strong communication... 
    Temporary work
    Casual work
    Work at office
    Local area

    Invitation Homes

    Addison, TX
    3 days ago
  •  ...over 5,500 team members, has built over 200,000 apartments and manages 220,000 units for its clients. To learn more, visit willowbridgepc...  ...ability to motivate and lead a team. Proficiency in Microsoft Office (Word, Excel). Exposure to property management software and... 
    Currently hiring
    Work at office
    Local area
    Flexible hours

    Willow Bridge Property Company

    Lewisville, TX
    3 days ago
  •  ...hiring for High Asset Under Management (AUM) Investment Counselors to...  ...collaborative and innovative approach to wealth management. The...  ...the aim to build a long-term trust and professional...  ...child care ~ This is an in-office role. Based on your role, tenure... 
    Work at office
    Work from home

    Fisher Investments

    Grapevine, TX
    13 hours ago
  • $21 - $24 per hour

    Assistant Property Manager Paths is a full-scale, vertically integrated affordable housing developer, builder, and operator. Since 200...  ...Understanding of annual certification Proficiency with Microsoft Office Suite, particularly Word, Excel and Outlook Experience working... 
    Temporary work
    Work at office

    Paths Building Services LLC

    Lewisville, TX
    13 hours ago
  • Willow Bridge Property Company is hiring a Property Manager to oversee financial performance, leasing programs, and resident relations...  ...management, strong communication skills, and proficiency with Microsoft Office and Yardi or similar PM software. Flexible weekends and travel... 
    Work at office
    Flexible hours
    Weekend work

    Willow Bridge Property Company

    Lewisville, TX
    13 hours ago
  • Allied Property Management in Lake Dallas, Texas, is seeking an experienced Assistant Manager for their multi-family community. The role involves supporting the Community Manager with day-to-day operations, training staff, and maintaining high standards of service and... 

    Allied Property Management

    Lake Dallas, TX
    2 days ago
  •  ...ADVISOR Full-Time | On-Site | Flower Mound, TX ABOUT GDS WEALTH MANAGEMENT FINANCIAL ADVISOR Full-Time | On-Site | Flower Mound, TX...  ...financial planning and an exceptional level of personal service. THE OPPORTUNITY We are looking for a Financial... 
    Full time

    ONE WAY HOLDINGS LLC

    Flower Mound, TX
    a month ago
  •  ...Part-Time Personal BankerDallas, TX, US, 75001 Req ID: 78602 Location: Dallas -DAL Areas of Interest...  ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank... 
    Part time

    BOK Financial

    Addison, TX
    1 day ago
  •  ...maintains a complete list of all outstanding title work. Reports to management on the status of any missing or problem titles and provides a...  ...plus!At least 2 years' experience working in a busy automotive office environment preferred.Strong attention to detail is required.... 
    Work at office
    Local area

    McLarty Daniel

    Lewisville, TX
    14 hours ago
  • $52k - $55k

     ...Job Details Our company is seeking a Treasury Associate to join our dynamic team. The successful candidate will be responsible for managing and recording cash transactions, ensuring accuracy and compliance with established procedures and regulations Responsibilities... 

    Leoforce

    Grapevine, TX
    2 days ago
  • $28 - $31 per hour

     ...Analyst The Treasury Analyst supports daily treasury operations by managing cash, investments, and payments across multiple corporate...  ...follows a hybrid work schedule with three days per week in the office, aligned to a Dallas‑based hub. The in‑office days are typically... 
    Contract work
    Temporary work
    Work at office
    Remote work
    3 days per week

    Talentify

    Coppell, TX
    2 days ago
  •  ...Asure Software Inc. in Dallas, TX hybrid role, the Treasury Business Analyst supports Treasury Product Management, Customers, and Development. You will analyze financial reports, market research, and operating procedures for Treasury solutions— including cash forecasting... 

    Asure Software

    Addison, TX
    13 hours ago
  • Allied Management is looking for an experienced Assistant Manager for our multi‑family community. This is a great opportunity to work for...  ...of data analysis procedures Good practical experience with MS Office Strong leadership, organizational and problem‑solving skills Minimum... 
    Local area
    Immediate start

    Allied Property Management

    Lake Dallas, TX
    2 days ago
  • National Life Group is seeking a Director of Portfolio Management to lead integrated domain portfolio planning, demand flow, and prioritization across technology initiatives. The role partners with domain leaders, business owners, and governance forums to ensure executable... 

    National Life Group

    Addison, TX
    3 days ago
  • JPMorgan Chase in Denton, TX is seeking a Private Client Banker to manage affluent clients' banking relationships within our Branch Banking network. You will provide education and advice to fit their financial needs, aiming to grow balances and deepen client ties. In this... 
    Weekend work

    Testing Site - JPMC

    Denton, TX
    2 days ago
  •  ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial...  ...delivery of Brokerage, Investment management, Trust, and Insurance products to high...  ...handle your client base and provide a personal touch experience. Our team culture... 
    Local area

    BOK Financial

    Grapevine, TX
    1 day ago
  • $183.75k - $269.5k

     ...& Actuary – Enterprise Asset Liability Management Strategy Come join one of America’s fastest...  ...the expectation that you will be in the office four (4) days per week during onsite...  ...reflection to gain productive insight into personal strengths and opportunities. Exhibits... 
    Hourly pay
    Temporary work
    For contractors
    Work experience placement
    Work at office
    Shift work

    National Life Group

    Addison, TX
    15 hours ago
  •  ...a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers in the branch. You will manage relationships end-to-end and proactively generate growth by referrals and leveraging internal sources. The role focuses on an advice... 

    Testing Site - JPMC

    Denton, TX
    2 days ago
  • $23.5 per hour

     ...Coordinator Specialist Location Carrollton, TX | Hybrid (in office twice per week) Compensation & Schedule • $23.50 per hour...  ...closure of real estate and related financial transactions by managing tasks through defined workflows. The Specialist ensures... 
    Hourly pay
    Work at office

    CornerStone Staffing

    Carrollton, TX
    4 days ago
  • Job Description:As a Property Manager, you will be responsible for overseeing the day-to-day operations of the apartment communities,...  ...detailKnowledge of Microsoft Excel, Microsoft Word, and other Microsoft Office productsKnowledge of Internet, Email, and social media as it... 
    Full time
    Work at office
    Local area
    Flexible hours
    Weekend work
    Afternoon shift

    ZRS Management LLC

    The Colony, TX
    2 days ago
  •  ...regulations. You will oversee repairs, safety, and preventative maintenance while mentoring a maintenance team. Responsibilities include managing work orders, coordinating with the property manager, and promoting resident satisfaction through high standards of cleanliness and... 

    Avenue 5

    Lewisville, TX
    2 days ago
  •  ...Credit Manager PositionAt Bestway our Credit Managers play a pivotal role in our vision to enhance the customers rent to own experience. We expect our Credit Managers to be customer centric individuals that help our customers achieve product ownership through on time renewals... 
    Full time

    BestWay Rent To Own

    Lewisville, TX
    4 days ago
  • PMI Connects is seeking a Community Association Manager to oversee multiple homeowner associations in the DFW area. You will attend board meetings, coordinate after-hours emergency responses, and manage vendor relationships to keep properties well maintained. The role requires... 
    Remote job
    Full time
    Weekend work
    Afternoon shift

    PMI Connects

    Grapevine, TX
    13 hours ago
  •  ...Position Title: Assistant Property Manager Your role This position offers you the opportunity to expand your skills and experience...  ...accruals, and budgeting, Proficient computer skills, including MS Office Suite. Familiarity and experience with Yardi or a similar... 
    Full time

    Digital Realty

    Lewisville, TX
    13 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Trust Officer - Wealth Management. Be the first to apply!