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The Trust Paralegal will be appointed to serve as the Estate Secretary and will coordinate the administration of each estate with the staff attorney assigned to handle the probate and other legal work related to the estate.
Full-timeExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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Hands on administration experience within Privilege Session Management solutions such as Beyond Trust Password Safe. User and Service account provisioning with credential management across dev/test/prod environments on platforms such as Active Directory, RACF, Unix, Database.
ExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Welltower, a real estate investment trust ("REIT"), owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing, post-acute communities and outpatient medical properties.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Job DescriptionInstitutional Trust Senior Relationship ManagerThe Senior Relationship Manager role will oversee the administration of all assigned client relationships including the delivery of high-quality products/services, conducting productive client/prospect meetings, obtaining complete and accurate account documentation, and ensuring profitability of all assigned relationships.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Certified Financial Trust Advisor (CFTA) / Chartered Financial Analyst (CFA) 1-3 years in the role as an Investment Support Specialist/Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience.
ExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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This person will assist attorneys and clients in estate and trust administration, and requires advanced worksheet preparation skills, as well as strong accounting and computational experience.
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Draft, review, and negotiate dealer and distributor contracts, amendments, terminations, deeds of trust, promissory notes and ancillary documents. Transactional experience reviewing and preparing real estate documents, closing instructions, and dealing with attorneys, title companies and lenders; lease administration.
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The WCM mandate is to deliver best-in-class credit risk analysis, monitoring, and credit administration to Citi Private Clients globally, partnering with Independent Risk Management. investments, portfolio management, trust and estate planning, investment finance and banking.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Seven or more years of progressive experience in wealth management or trust administration required. The Senior Wealth Administrator is responsible for the administration of complex trust and investment agency accounts according to each account s governing instrument and pursuant to the Bank s policies, procedures, and statutory requirements.
Full-timeExpandUpdated 6 days ago - UpvoteDownvoteShare Job
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Leading employers such as eBay and Teach For America leverage RippleMatch to build diverse, high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers.
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Consult and advise trustees or beneficiaries on trust administration. 5 plus years of demonstrated probate and trust litigation experience required. Demonstrated interest in probate, trust and estate law.
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A law firm in Dallas, TX, is seeking an Estate and Tax Planning Attorney with 5-7 years of experience in estate planning, probate and trust administration, and asset protection planning.
ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Our audit professionals are committed to excellence and to enhancing the trust of the investing public and capital markets. Pursuing a Bachelor of Science/Business Administration of Science degree in Accounting or related field.
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We collaborate with elected officials and employees to elevate public trust in government by providing objective assurance and advisory services. Also, advisory services can be agreed upon for City Council or City Administration specific requests.
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Proactively identify and resolve client issuesEngage in high level trust administration; oversee all administration activitiesDocument interpretationOversee risk management activitiesIdentify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention Requirements:Bachelor’s Degree and a minimum of 5 years of trust administration and estate planning experience, preferred.
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trust administration jobs in Dallas, TX
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