- UpvoteDownvoteShare Job
- Suggest Revision
FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Collaborate with marketing strategist to spearhead the creation and development of all recipient communications, ensuring their alignment with trustee approved guidelines, leveraging targeted messaging and innovative approaches to enhance engagement, reinforcing brand identity, and effectively conveying the mission and impact of the organization in the creation and development of all communications to recipients.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Execute the Guidelines for Mission:Dignity Assistance approved by the Relief Committee of the GuideStone trustee board. Serve as the liaison designee for the Relief Committee of the GuideStone trustee board, developing accurate materials for the Relief Committee meetings.
ExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
- Suggest Revision
Review compliance test results presented on monthly trustee reports, and research variances. The position offers direct exposure to external industry entities such as portfolio managers and trustee/custodians.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
GuideStone is a diversified Christian financial services provider, offering retirement, insurance, investment management, property and casualty coverage, and executive planning products and services to the Southern Baptist and wider evangelical Christian community.
ExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
- Suggest Revision
1-2 years of operational experience either in a custodial, trustee, or asset management related capacity or 5+ years of experience without a bachelor's degree. Reconciles weekly facility and monthly position data between the Trustee and portfolio accounting system, including follow up with the Trustee.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
As a professional trustee, we offer a depth of experience, technology and resources to handle trusts effectively. Review account opening documents including all supporting trust documentation, family tree, list of assets and liabilities (including any real estate or other special assets), etc.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Coordinate with state convention and disaster relief partners to assist recipients beyond Mission:Dignity assistance. Knowledge of, or proven ability to learn, secular assistance programs including benefits, eligibility and qualifications for Medicare, Medicaid, food stamp, Veteran’s Administration, Social Security, Supplemental Security Income, nursing home assistance, subsidized housing and other public assistance programs.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Essential Duties and ResponsibilitiesExecute the “Guidelines for Mission:Dignity Assistance” approved by the Relief Committee of the GuideStone trustee board. Essential Duties and ResponsibilitiesExecute the “Guidelines for Mission:Dignity Assistance” approved by the Relief Committee of the GuideStone trustee board.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Assist clients with stakeholder awareness and negotiations (e.g., board of directors, creditors committee, U.S. Trustee, etc.) One of the following preferred: Juris Doctor, Masters in Tax, licensed CPA, or specialty compensation and benefits certification.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Present subject matter according to guidelines established by Texas Education Agency, Board of Trustee policies, and administrative regulations. Present subject matter according to guidelines established by Texas Education Agency, Board of Trustee policies, and administrative regulations.
Full-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
- Suggest Revision
Experience in high-yield or leveraged loan financial market. The individual will be responsible for overseeing a team of junior analysts responsible for managing client inquiries and client support related to the functions of the outsourcing platform.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
The team manages over 20,000 oil, gas and mineral interests held in trusts or estates where Northern Trust has been named trustee or executor. The team manages over 20,000 oil, gas and mineral interests held in trusts or estates where Northern Trust has been named trustee or executor.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Will be video conference; candidates expected to be on camera. The individual will be responsible for managing client inquiries and client support related to the functions of the outsourcing platform.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Responsibilities: Generate and manage the day-to-day deliverables to clients (primarily capital management firms). Manage inquiries regarding collateral attributes and transactions, and facilitate the workflow and timely resolution between internal groups.
ExpandApply NowActive JobUpdated Today
trustee job in Dallas, TX
FEATURED BLOG POSTS
Building a Candidate Pipeline Through Internships
Building a candidate pipeline through a great internship program for local college students and recent graduates at local universities is a great and cost-effective way to attract and retain top talent. By offering meaningful and impactful work experiences, regular feedback, coaching, and mentorship, you can create a positive internship experience that will make your organization a sought-after destination for future employees. This not only benefits the organization in the short-term but also in the long-term, as you'll have a pool of well-trained and experienced candidates who may be interested in full-time employment once they graduate. Furthermore, building relationships with local universities and college students can increase brand awareness and build a positive reputation for your organization in the local community.
Hiring Transparency
Transparency in hiring refers to the open and honest communication and information sharing that takes place between employers and job candidates. It encompasses all aspects of the hiring process, from posting job descriptions to providing feedback on performance during and after the interview process. In today's job market, hiring transparency has become increasingly important for both employers and candidates alike.
Recruitment strategies that are weird, but actually work
In the current candidate-driven job market, recruiters are looking for unique ways to attract talent. Some have resorted to even (dare we say it?) recruitment strategies on the border of weird and wacky. What can we learn from the unusual recruitment tactics that are being used and actually getting results? Here’s a rundown of some unique recruitment strategies that actually work.
How to Professionally Reschedule a Job Interview Without Destroying Your Chances
You’ve practiced answering common interview questions and refined your “greatest weakness.’ Nothing can stop you until BAM! The flu hits your household. Or you ran over a nail and popped a tire en route to the interview. When you need to pivot, there’s a good, better, and best way to reschedule a job interview. Here’s how to do it professionally, so you can nail the gig when the timing is right.
What is a W-9 and How to Fill One Out
When you began working for yourself, you probably didn’t account for the tax reporting work that will fall on your shoulders each year. If you’re a freelancer, independent contractor, or business owner, filing your taxes is not as simple as uploading your W-2 form into some online tax preparation software. Most self-employed people need to complete a W-9 as a step for accurately reporting their earnings to the IRS. Below, you can learn how to fill out a W-9 and when to submit it.
Tightening the HR budget in 2023
With the state of the economy still uncertain, 2023 is expected to be approached with much anticipation. Human Resource leaders have many concerns, including how they will manage to accomplish their goals with budget belts already getting snug. Let’s look at some of the factors that the new year is projected to bring for HR and how to prioritize budgets to reach human capital objectives.
A Comprehensive Guide to Becoming a Better Conversationalist
Have you ever stood awkwardly next to someone at a party because you didn’t know what to say to them? How about at a networking event or on a first date? You're not alone if you’ve ever experienced this uncomfortable silence. Many people struggle to master the art of being a great conversationalist.