Senior Special Needs Trust Officer | High-Touch Fiduciary
Mohr Talent
Mohr Talent is seeking an experienced Senior Trust Officer specializing in Special Needs Trusts in Dallas, TX. This role involves overseeing a portfolio of trusts while managing relationships with beneficiaries and advising families. Ideal candidates will have extensive experience in trust administration and a strong understanding of fiduciary operations. The position offers a hybrid work model, with dedicated administrative support, enabling a focus on client relationships and complex trust issues. Join a collaborative team and contribute to a positive culture. #J-18808-Ljbffr Mohr Talent
$130k - $155k
...Bonus Schedule: 4 Days In Office | Remote Fridays... ...Position Overview A boutique fiduciary and wealth services... ...seeking an experienced Senior Trust Officer specializing in Special Needs Trusts (SNTs). This individual... ...expertise and high-touch relationship management...SeniorSpecial needsWork at officeLocal areaRemote work- Kestra PWS is seeking a Senior Trust Officer to oversee Special Needs Trust account administration. This role focuses on ensuring the satisfaction of both... ...also train trust administrators and manage various fiduciary relationships. Ideal candidates have a Bachelor’s degree...SeniorSpecial needs
- Arden Trust Company (Arden Trust) is part of Kestra... ...and ensure their needs are fulfilled. Kestra-... ...with Impact. As a Trust Officer Senior with Arden Trust Company, you will oversee Special Needs Trust account administration... ...of all types of Fiduciary relationships...SeniorSpecial needsWork experience placement
- MOHR Talent is 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....SeniorSpecial needs
- ...Senior Trust Officer Austin, TX, US, 73301 Plano, TX, US, 7... ...to BOK Financial! We need an investment and client... ...variety of complex/high profile and larger/more... ...the legal, tax and specialized accounting aspects of... ...and federal law, and fiduciary accounting standards...SeniorLocal area
- Fiduciary Relationship Manager - Special Needs & Trust Administration Dallas, TX | Competitive Base (DOE) + Great Bonus... ...Relationship Manager to support high-touch client relationships involving Special... ...firm, private bank, family office, or fiduciary organization...Special needsWork at officeLocal area
$124k - $186k
...regulatory agencies (e.g., DDTC, BIS) as needed to support licensing activities Provide... ...operate independently in a fast-paced, high-growth environment Excellent communication... ...status. If you have a disability or special need that requires accommodation, please...SeniorSpecial needsFull timeTemporary workPart time$76k - $125.3k
...institutions are trusted and flourish,... ...FTEAS provides fiduciary/court accounting... ...firms, family offices, and individual... ...United States. The Senior plays an... ...requested, assist with special projects.... ...income acts when needed. Other... ...deliver timely high-quality services...SeniorSummer holidayFlexible hours$76k - $125.3k
...Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Location... ...with producing high-quality, valued work... ...risks and potential needs for additional tax advisory... ...and client trust officers to gather required... ...and complete special projects Excellent...SeniorContract workSummer holidayFlexible hours- Trust Officer Location: Addison, TX. Application Deadline: 08/02/2024. Job Summary: The Trust... ..., applicable state and federal law, and fiduciary standards consistent with BOKF policy.... ...procedures. You will make sense of complex, high quantity, and sometimes complicated...
$85k - $125k
...Trust Compliance Officer Cetera Trust Company (CTC) is... ...advisory organization specializing in providing... ...to CTC senior management. Prepare... .... What You Need to Have: Bachelor... ...as Certified Fiduciary & Investment... ...Advisor (CTFA) highly preferred....Work at officeRemote work- ...-BAT and X-BAT aircraft. With offices and facilities across the U.S.... ...power, telemetry, and all other needed aircraft systems. An... ...Avionics Specialist/Sr. Technician - High Voltage supports the entire... .... If you have a disability or special need that requires...SeniorSpecial needsFull timeTemporary workPart timeInternshipWorldwide
- 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
$107.53k - $120.18k
...The Role As the Senior Officer, Individual Philanthropy... ...modify strategies as needed to meet revenue targets... ...prospects. Develop trusted relationships with donor... ...their client base of high-capacity prospective donors... ...team members, lead special projects from time to...SeniorTemporary workLocal areaRemote workWork from homeHome officeFlexible hoursShift work- ...Senior Compliance Analyst Apex Fintech Solutions... ...clear vision: to be the trusted technology that powers... ...the digital economy. Our offices in Austin, Dallas, Chicago... ...initiative and is a high performer - You are driven... ...exciting. You will need to find problems, solutions...SeniorWork at office
- ...Senior Benefits Manager We are seeking a seasoned... ...benefits ecosystem. This is a high-impact role where you... ...and lead high-touch open enrolment logistics... ...or ordinances. If you need assistance or accommodation... ...due to a disability or special need when applying for...SeniorSpecial needsRemote work
- ...Trust Officer Req ID: 78011 Location: Dallas Areas of Interest: Trust; Wealth Management Pay Transparency... .... From traditional banking services to specialized offerings like institutional portfolio management and fiduciary tax services, we deliver personalized strategies...Local areaWorldwide
$100.8k - $168k
...driven, Fortune 10 company that touches virtually every aspect of... ...from you. Position Summary The Senior HR Compliance Consultant serves... ...escalation point for complex or high‑risk compliance matters,... ...seekers with disabilities. If you need a reasonable accommodation to...SeniorLocal area$62.7k - $114k
...Overview The Senior Specialist, Corporate Strategy... ...professional who is highly organized, detail-... ...ad hoc analyses and special projects as needed Team Collaboration... ...Proficiency in Microsoft Office Suite, particularly... ...projects • Builds trust as a dependable execution...SeniorSpecial needsInternshipWork at office- ...mind timelines and a senior audience. Principal... ...including initiatives touching risk assessments, policies... ...messaging Highly analytical with strong... ...New York, we maintain offices around the world. We believe... ...accommodations for candidates with special needs or disabilities during...Special needs
$180k - $220k
Senior Medical Science Liaison (Sr MSL), Movement Disorders Requisition... ...location and business need. Summary The Senior Medical Science... ...stakeholders, generating high‑quality, actionable insights that... ...system atrophy. Serves as a trusted scientific expert through high...SeniorFlexible hours- ...BAT and X-BAT aircraft. With offices and facilities across the U... ...: We are seeking a highly experienced Senior Staff Network Architect to... ...frameworks and protocols (Zero Trust, NIST, ISO 27001, firewalls... ...If you have a disability or special need that requires accommodation...SeniorSpecial needsFull timeTemporary workPart timeWorldwide
- ...BAT and X-BAT aircraft. With offices and facilities across the U.S... ...programs. This role requires a highly adaptable, solutions-oriented... ...Partnership Act as a trusted security partner to internal... ...If you have a disability or special need that requires accommodation,...SeniorSpecial needsFull timeTemporary workPart timeLocal areaImmediate startWorldwide
$152k - $244k
...a therapeutic area and as a result have special needs for in‑depth and cutting‑edge information... ...establish themselves as a reliable, trusted resource of unbiased, accurate, up‑to‑date... ...teamwork and interpersonal skills, including high emotional intelligence and the ability...Special needsFull timeLive inWork visaFlexible hoursWeekend work$154.5k - $248.6k
...medicines to those who need them, improve the understanding... ...around the world. Senior Director, Thought... ...commercial strategist and trusted advisor who embeds the... ..., including HCPs, Key Office Staff (KOS), and... ...assessment to ensure a diverse, high-performing panel. •...SeniorFull timeH1bWork at officeLocal areaRemote workFlexible hoursAfternoon shift- ...and X-BAT aircraft. With offices and facilities across... ...custom measurement systems, specialized testing, and rigorous... ...problems as part of a high-performing team.... ...performance. Build trusted relationships with mechanical... ...engineering activities as needed. Required...SeniorSpecial needsFull timeTemporary workPart timeInternshipWorldwide
- ...operate a commercial office in Spain.You can... ...solution is trusted by the world's leading... ...effectively with senior executives of large... ...insights on customer needs and upcoming... ...implementation, must be highly organized with a... ...have a disability or special need that requires...SeniorSpecial needsContract workFor subcontractorWork at officeLocal areaRemote work
- ...BAT and X-BAT aircraft. With offices and facilities across the U.S... ...Description: We are seeking a highly skilled Propulsion Technician... ...Propulsion Engineering team, specializing in UAV propulsion systems. In... ...have a disability or special need that requires accommodation,...SeniorSpecial needsFull timeTemporary workPart timeWorldwide
- ...interfaces Develop wireframes, user flows, high‑fidelity mockups, and interactive... ...Experience designing for multi‑screen, touch, and hardware‑integrated interfaces Knowledge... ...Veteran status. If you have a disability or special need that requires accommodation, please let...SeniorSpecial needsFull timeTemporary workPart time
- ...Primary Purpose The Senior Compliance Investigations... ...Compliance Officer (CPCO) Certified Professional... ...expiration date. Skills or Special Abilities Detailed... .... Demonstrates a high degree of integrity and... ...advice and guidance as needed to ensure proper understanding...SeniorWork at office
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