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Trust officer Jobs in Dallas, TX

Last updated: 16 hours ago
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Sr. Trust Officer

Sr. Trust Officer

GPACDallas, TX, US
Full-time
This role is for a banking professional to service trusts and investments.This is a relationship-based role, where customers can span literal generations. This role can service private and corporate...Show moreLast updated: 16 hours ago
Trust Portfolio Manager

Trust Portfolio Manager

Hancock WhitneyDallas, TX
Full-time
Thank you for your interest in our company! To apply, click on the button above.You will be required to create an account (or sign in with an existing account). Your account will provide you access ...Show moreLast updated: 30+ days ago
Associate Attorney - Trust and Estates

Associate Attorney - Trust and Estates

JobotDallas, TX, United States
$165,000.00–$225,000.00 yearly
Permanent
This Jobot Job is hosted by : Luke Moussalli.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary : $165,000 - $225,000 per year.Are you searching for a f...Show moreLast updated: 30+ days ago
Associate Attorney - Trust and Estates

Associate Attorney - Trust and Estates

jobbotDallas, TX
$165,000.00–$225,000.00 yearly
Are you searching for a full-service firm where partnership is within reach? This established Texan firm offers the perfect opportunity. This 100+ year old firm has become a household name in Texas....Show moreLast updated: 30+ days ago
Trust Administration Senior Business Analyst

Trust Administration Senior Business Analyst

SS&C TechnologiesDallas, TX, US
$120,000.00–$150,000.00 yearly
Full-time
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financia...Show moreLast updated: 13 days ago
Trust Officer

Trust Officer

BOK FinancialDallas, TX, US
Pay Transparency Salary Range : .Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ : BOKF) is a top U.Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and N...Show moreLast updated: 30+ days ago
Lead Zero Trust Network Engineer

Lead Zero Trust Network Engineer

DTCCDallas, TX, US
Are you ready to explore a world of possibilities?.Join our DTCC family, and you’ll grow your expertise and become the best version of you. As you embark on a new journey, you’ll be supported and su...Show moreLast updated: 30+ days ago
  • Promoted
Senior Trust Officer

Senior Trust Officer

Bank of AmericaDallas, TX, United States
Full-time
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for o...Show moreLast updated: 22 days ago
Sr. Trust Officer

Sr. Trust Officer

GpacDallas, Texas, United States
Full-time
This role is for a banking professional to service trusts and investments.This is a relationship-based role, where customers can span literal generations. This role can service private and corporate...Show moreLast updated: 30+ days ago
Wealth Management Solutions, Trust & Estates, Estates Officer VP

Wealth Management Solutions, Trust & Estates, Estates Officer VP

JPMorgan Chase & Co.Dallas, TX, United States
Full-time
The Global Trusts & Estates Practice is an integral part of the services we offer to clients.With over 170 years of experience in serving as a corporate fiduciary for families, it is important that...Show moreLast updated: 30+ days ago
Trust Operations Analyst

Trust Operations Analyst

Westwood Holdings GroupDallas, TX 75201, USA
Full-time
Founded in 1983, Westwood is a diversified financial services firm that offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries....Show moreLast updated: 30+ days ago
  • Promoted
Regional Director-Trust & Wealth

Regional Director-Trust & Wealth

Bank OZKDallas, TX, United States
Full-time
Manages and leads all fiduciary officers and associates in applicable region / territory, overseeing the administration and business growth of all fiduciary accounts managed by Trust and Wealth Divis...Show moreLast updated: 29 days ago
Client Service Associate - Trust

Client Service Associate - Trust

Texas Capital BankDallas, TX
Full-time
Texas Capital is built to help businesses and their leaders.Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly expe...Show moreLast updated: 30+ days ago
  • Promoted
Trust & Estate Planning Associate Attorney - Dallas

Trust & Estate Planning Associate Attorney - Dallas

Pernini Legal, LLCDallas, TX, US
Full-time
Quick Apply
Trust & Estate Planning Associate Attorney.Trust & Estate Planning Associate Attorney.Estate Planning Practice Group.This is a unique opportunity for an attorney with a strong background in sophist...Show moreLast updated: 14 days ago
  • Promoted
Trust Administration Senior Business Analyst

Trust Administration Senior Business Analyst

SS&CDallas, TX, United States
$120,000.00–$150,000.00 yearly
Full-time
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financial se...Show moreLast updated: 4 days ago
  • Promoted
Principal Solutions Architect - SASE / Zero Trust

Principal Solutions Architect - SASE / Zero Trust

Palo Alto NetworksDallas, TX, US
Full-time
At Palo Alto Networks® everything starts and ends with our mission : .Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer ...Show moreLast updated: 1 day ago
Trust Officer

Trust Officer

Bank of TexasDallas, TX, US
If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiti...Show moreLast updated: 30+ days ago
Sr. Trust Officer

Sr. Trust Officer

GPACDallas, TX, US
16 hours ago
Job type
  • Full-time
Job description

Trust Officer

This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service private and corporate trust accounts.

Trust Officer Qualifications :

  • Bachelor’s degree or equivalent
  • JD and / or Masters degree preferred
  • 10 years of relevant trust administration experience
  • Strong teammate who enjoys collaboration with internal and external partners
  • CTFA, CFP, CFA, CES, or equivalent preferred
  • Trust investment knowledge and / or experience with brokerage and / or delivery of trust services through alternative channels
  • Business growth experience a plus
  • Communication skills must be top tier

Trust Officer Responsibilities :

  • Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
  • Accountable for servicing and retention of existing accounts.
  • Supervise and monitor new account establishment and funding
  • Work internal trust team, attorneys, and accountants to ensure timely and accurate estate settlement including review documents to assist in figuring out dispositive provisions, review / approve payment of final expenses, a coordinate gathering of material / documents for the final income tax return and estate tax return, assist in settling other asset flow into trust / estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc.
  • This opportunity includes an excellent compensation and benefits package. This bank prides itself on retaining employees and has one of the best tenure backgrounds in the area - a competitive salary and bonus incentive program.

    For additional information on this opportunity, please contact JJ directly at

    224)-278-9294

  • Resumes may be confidentially sent to
  • [email protected]

    All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

    GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.