Senior Trust Officer - Special Needs Trust Leader
Kestra PWS
Kestra PWS is seeking a Senior Trust Officer to oversee Special Needs Trust account administration. This role focuses on ensuring the satisfaction of both trust beneficiaries and referring financial advisors. As part of a collaborative team, you will also train trust administrators and manage various fiduciary relationships. Ideal candidates have a Bachelor’s degree and experience with Fiduciary duties. Kestra offers competitive pay, health insurance, and opportunities for professional growth. #J-18808-Ljbffr Kestra PWS
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$154.5k - $248.6k
...are a global healthcare leader headquartered in... ...medicines to those who need them, improve the understanding... ...around the world. Senior Director, Thought Leader... ...strategist and trusted advisor who embeds the... ...influencers, including HCPs, Key Office Staff (KOS), and...SeniorFull timeH1bWork at officeLocal areaRemote workFlexible hoursAfternoon shift- ...Trust Officer Req ID: 78011 Location: Dallas Areas of Interest: Trust; Wealth Management Pay Transparency Salary Range: Not Available... ...disciplined, long-term approach. From traditional banking services to specialized offerings like institutional portfolio management and...Local areaWorldwide
- Trust Officer Location: Addison, TX. Application Deadline: 08/02/2024. Job Summary: The Trust Officer is responsible for administering personal trust, custody and estate, investment agency and IRA accounts in accordance with governing instruments, applicable state and...
$85k - $125k
...Trust Compliance Officer Cetera Trust Company (CTC) is an affiliate of Cetera... ...advisory organization specializing in providing personalized investment... ...violations to CTC senior management. Prepare all... ...14(a) Scans. What You Need to Have: Bachelor's degree...Work at officeRemote work- ...Trust & Wealth Management Division Leader Lead the trust and wealth management division by developing and executing strategic initiatives that drive growth and enhance service offerings such as Special Needs Trusts, Escrow Accounts, and 1031 Exchange Accounts. Expand...Special needs
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Busey is seeking a Trust and Estate Settlement Advisor in Dallas, Texas. This role involves overseeing personal trust and estate settlement... ...and professionals to ensure effective management of client needs. The ideal candidate will possess a strong background in trust and...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- BOK Financial is looking for an Institutional Wealth Management Corporate Trust Relationship Manager IV in Dallas, Texas. This role focuses on managing client relationships for our largest accounts, analyzing fees for profitability, and coordinating services across bank...Senior
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RSM US LLP is seeking a Supervisor for our trust/wealth management internal audit practice in Dallas, Texas. The ideal candidate should have at least 4 years of relevant experience and a Bachelor’s or Master’s Degree. Responsibilities include interacting with clients, preparing...SeniorRemote jobFlexible hours- Regions Financial Corporation is seeking a Private Wealth Management Trust Advisor in Dallas, Texas. This role focuses on acquiring personal trust and investment management client relationships, retaining clients, and providing comprehensive administration of accounts....SeniorFull timeFlexible hours
$124k - $186k
...) requests and Commodity Classification (CCATS) submissions as needed Maintain detailed classification records in compliance with... ...disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please let us know....SeniorSpecial needsFull timeTemporary workPart time$150k - $300k
A leading technology company is seeking a Principal Consultant to lead Zero Trust architecture designs with a focus on Zscaler implementations. The ideal candidate will have 8-12 years of experience and deep expertise in secure access transitions. Responsibilities include...- Initial Therapeutics, Inc. is seeking a Senior Director, Thought Leader Liaison in Dermatology/Allergy. This pivotal role involves cultivating relationships with key Thought Leaders, shaping strategies, and translating insights to influence market decisions. Candidates...SeniorRemote job
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- ...strategies, along with white-glove trust and wealth services, to... ...investors' short and long-term needs. Our team at Westwood... ...Dallas, Westwood also maintains offices in Chicago and Houston. ABOUT THE ROLE The Senior Trust Operations Analyst is responsible...SeniorTemporary workWork at officeImmediate startVisa sponsorshipFlexible hours
- About The Role The Senior Trust Operations Analyst is responsible for handling more complex transactions... ...supervision of the Trust Operations Officer. Responsibilities may include... ...the team, coordinating with supervisor as needed. Day In The Life Transaction Processing...SeniorWork at officeImmediate startVisa sponsorship
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