Senior Trust Officer | Fiduciary & Estate Services
Jefferson Bank
Jefferson Bank is looking for a Trust Officer in San Antonio, TX, responsible for managing fiduciary relationships and overseeing trust accounts. The ideal candidate will engage with clients to provide solutions and ensure compliance with legal requirements. Requirements include a Bachelor's degree, legal experience, and strong relationship management skills. This full-time position offers the opportunity to work closely with clients and community partners while managing complex financial needs. #J-18808-Ljbffr
- ...Senior Trust Officer Austin, TX, US, 73301 Plano, TX, US, 75023 Houston... ...a top U.S.-based financial services holding company with operations... ...trust, custody and estate, investment agency and IRA... ...state and federal law, and fiduciary accounting standards consistent...SeniorLocal area
- ...Trust Officer The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the...Suggested
- ...A Trust Officer manages a portfolio of fiduciary and investment management accounts for high-net-worth clients, including... ...to client communication and service coordination. This position requires... ..., investments, tax or trust and estate legal field Expertise in the areas...Suggested
- ...Trust Officer II We are one of the largest independently owned banks... ..., this role manages fiduciary relationships with proactive... ...range of financial and banking services, collaborating with specialists... ...governing trusts, foundations, estates, and investments. Apply...SuggestedImmediate start
- ...alternative application process. Trust Officer Full-Time 1B Sr Mngmnt San Antonio... ...responsibility is to perform service and fulfillment activities, meet fiduciary responsibilities, and address client... ...touch, personal service. Assist the Estate Settlement Team in administering...SuggestedFull timeContract workWork experience placementWork at office
- ...Position: Senior Tax Officer II | Division: Wealth Mgmt Operations| WorkDays... ..., provision, andadvisory services within the Wealth... ...Functions: Analyze fiduciary governing documents to determine... ...account setup accuracy for trusts, estates, and managed accounts. Oversee...SeniorWork at officeMonday to Friday
$117.3k - $170.2k
...Senior Quality Systems Specialist The Boeing Company is seeking Senior Quality Systems Specialists who will be supporting the Quality... ...requirements and guidance material to BGS products and services that may affect BGS or its customers. Support cross-functional...SeniorContract workFlexible hours- ...Argent Financial Group is looking for a Trust Officer in San Antonio, Texas to manage complex fiduciary and investment management accounts for... ...10 years of experience in financial services and strong knowledge in financial and estate planning. Argent offers a dynamic work...Senior
$147.4k - $336.8k
...serving the global financial services marketplace and the only professional... ..., Insurance, and Real Estate, Hospitality and Construction... ...financial institutions are trusted and flourish, and the global... ...practices. As a Real Estate Tax Senior Manager, we will look to you...SeniorSummer holidayFlexible hours- ...Broadway Bank in San Antonio, Texas, is seeking a Trust Advisor II to manage fiduciary relationships and ensure compliance with regulatory standards. The role requires 4+ years of fiduciary experience or relevant legal/financial planning background. Responsibilities include...Senior
- ...A leading manufacturer of construction equipment is seeking a Senior Relocation Specialist in San Antonio, Texas. This full-time role... ...relocations to ensure smooth transitions through strong customer service and logistical support. The ideal candidate has over 5 years of...SeniorFull timeRelocation
- ...leading accounting firm in San Antonio is seeking an Accounting Services Senior who will play a pivotal role in delivering exceptional value... ...reporting. You will lead client engagements, develop trusted relationships, and mentor team members while showcasing your...SeniorFull time
- ...oversee workplace relocations for up to 1,000 people. This position requires strong project management skills, exceptional client service, and the ability to coordinate cross-functional teams effectively. The ideal candidate will have a Bachelor's degree in a relevant...SeniorRelocation
- ...through major life transitions—downsizing, estate liquidation, and senior relocations. This is hands-on work,... ...labor role. Our team members are trusted to work inside clients' homes, make decisions... ...Hospitality or client service roles with responsibility Organized...SeniorWork from homeRelocation
$100k - $130k
...committed to helping families navigate estate planning and probate with dignity and peace. As a Senior Attorney , you'll be... ...delivering results with care, fostering trust, and providing exceptional... ...growth through excellent service and client satisfaction. Mentor...SeniorFull timeWeekend workAfternoon shift- ...managing calendars, compiling expense reports, and maintaining office supply inventory. Candidates must possess excellent organizational... ...recognized for its commitment to Values-Based Leadership and quality service across various industries. #J-18808-Ljbffr HOLT GroupSeniorWork at office
- ...identifying problems or dissatisfaction with patient and/or family and ensuring quick resolution while communicating effectively to clinical team and management if necessary; Coordinate and provide in-services or educational events for family members and/or facilities...
- ...Senior Vice President, Client Services About the Company A leading global medical communications agency expanding its US leadership team. Industry... ...excellence. Key responsibilities include serving as a trusted advisor to senior-level clients, contributing to...Senior
- ...SNAP Record Keeping System Office Team Record and Maintenance... ...client documents, including trusts and pension plans, and respond... ...clients Uphold the firm's fiduciary responsibility by verifying product... ...for exceptional client service by preparing customized offering...Work at office
- ...Antonio, TX Clearance Required: Public Trust (ADP/IT-II); Tier 3 Investigation (NACLC)... ...The IdM Engineer Systems Developer is a senior-level technical professional responsible... ...Management, and other security-focused identity services. The engineer ensures systems comply with...Senior
- ...Customer Service Liaison You can make a difference in the lives of others! At Heart to Heart Hospice, we provide "compassionate care from our hearts to yours." Our employees enhance the lives of patients with life-limiting illnesses and their loved ones, during a time...Full timeLocal areaWeekend work
$16 per hour
...Part-Time Team Members to assist with various tasks related to estate sales and transitions. This role offers flexibility with no guaranteed... ...extra income. Team Members will provide world-class customer service, ensuring clients experience smooth transitions while taking on...Extra incomePart timeLocal areaRelocationFlexible hours- ...Elevate Your Career as an Accounting Services Senior! Join our Client Accounting Services (CAS... ...closely with diverse businesses, build trusted relationships, and provide strategic accounting... ...software, preferred Experience with MS Office, Advanced proficiency in MS Excel...SeniorFull time
$23 per hour
...hiring for New Provider Liaisons to join our Veterans Evaluation Services (VES) team. This is a remote opportunity. The New Provider... ...will not be exempt from using company provided equipment. Home Office Requirements Using Maximus-Provided Equipment: - Internet speed...Full timeContract workCurrently hiringRemote workWork from homeHome officeMonday to FridayShift work- Nissan of Boerne in San Antonio is seeking a Warranty Administrator to process warranty claims for service vehicles. The ideal candidate will have strong organizational skills and a friendly demeanor, with experience in automotive dealership service departments. Responsibilities...Senior
$66k - $106k
...Field Support Services, Senior Associate Job Locations US-TX-San Antonio Requisition ID 2025-159064 Position Category... ...and transformative enterprise IT provider, we deliver trusted, highly differentiated solutions and technologies to protect...SeniorContract workShift work$19 per hour
...Our client, a leader in service quality and operational excellence, is seeking a Service Quality Specialist to join their team. As a Service Quality Specialist, you will be part of the Quality Assurance department supporting cross-functional teams. The ideal candidate...Full timeTemporary workShift work- ...The Clinician will provide evidence-based behavioral counseling services that meet the client’s individual needs such as, but not... ...relationships with individuals experiencing homelessness.Builds strong, trusting relationships with individuals experiencing homelessness...Senior
$90k - $143k
...Tax Senior Associate or Supervisor - Private Client Services Weaver is a full-service national accounting, advisory... ...succession consulting, and family office services. A Senior Associate... ...high-net-worth individuals, trusts, estates, and closely-held businesses...SeniorWork at officeFlexible hours- ...BSC Customer Service Liaison FT Lackland AFB Base Supply Center - Lackland AFB, TX 78236 Job Summary The Customer Service Liaison... ...required Ability to type on a keyboard and operate general office equipment Excellent communication skills required Ability...Work at officeLocal area
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