Top Trust Executive jobs in Mcallen, TX

Top Trust Executive is responsible for all trust activities, policies, objectives, and the development of new business initiatives. Directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Being a Top Trust Executive ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. May also provide guidance on legal matters to preserve and protect the organization and trusts. Additionally, Top Trust Executive requires a bachelor's degree. Typically reports to top management. The Top Trust Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)

Recently Added Top Trust Executive jobs

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Trust Operations Associate (Onsite)
  • Texas Regional Bank
  • Allen, TX FULL_TIME
  • Position Summary
    The Trust Operations Associate is responsible for providing operational support to the Trust Division.
    Principal Duties and Responsibilities
    • Partner with Trust Administrators and broader Trust & Wealth Management Team to strengthen client relationships
    • Partner with team to uncover client needs and deliver solutions
    • Prepare documents and presentations
    • Schedule client meetings and manage Trust Administrators calendars
    • Create, gather, and organize documents for client meetings
    • Answer incoming correspondence via phone; mail and email
    • Greet clients and visitors that come into Division
    • Maintain client records, compliance files, manage sensitive, confidential, proprietary information with discretion
    • Make entries into primary Trust systems.
    • Prepare applications; account pre-acceptance; account acceptance and related forms for signature
    • File\scan documents and work papers for accounts and committees as assigned
    • Gather information and prepare agenda and packet for Trust Administrative Committee; Trust Administrative Sub Committee; Trust Investment Committee and Trust Committee
    • Document procedures and process flows, and ensure they are kept accurate
    Other Responsibilities
    • Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
    • Comply with federal and state regulations as well as all established Bank policies and procedures.
    • Perform other duties as assigned.
    Qualifications, Education and Experience Requirements
    • High School Diploma or equivalent required; college degree preferred
    • Microsoft Suite of applications proficiency
    • Knowledge of general office procedures (e.g., scanning, filing, correspondence, scheduling, expenses, calendar)
    • Knowledge of Life Insurance Policies considered a plus
    • Knowledge of Trust and Wealth Management terminology considered a plus
    • Ability to communicate with clients; vendors; CPA’s; attorneys and other professionals
    • Ability to work in a team based environment
    • Operational and/or Client service experience
    • Experience in Trust/Wealth Management/Legal environment preferred
    • Experience interfacing with outside vendors (i.e., Custodians, Life Insurance Companies/ Real Estate appraisers, etc.)
    • Effective interpersonal, communication and presentation skills
    • Excellent telephone etiquette
    • Ability to maintain confidentiality
    • Must have excellent analysis, observation and decision making skills.
    • Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned.
    • Excellent interpersonal and communication skills are necessary for maintaining effective relationships with clients, board members, officers, employees, and members of the business and civic community.
    • Individual should be able to work under high pressure situations and a stressful atmosphere and then should remain composed.
    • Must be able to be physically present in the Bank to perform job duties.
    • Texas Regional Bank is an Equal Opportunity Employer
  • 22 Days Ago
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Trust Officer (Onsite)
  • Texas Regional Bank
  • Allen, TX FULL_TIME
  • Position Summary The Associate Trust Officer will be an integral member of the TRB Trust team. In this role, the Associate Trust Officer will be responsible for administering trust accounts, primarily...
  • 23 Days Ago
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Brand Builder - Retail Product Demonstrator
  • TOP SHELF PRODUCTIONS
  • Alamo, TX CONTRACTOR
  • * Top Shelf Productions provides demonstrators for in-store sampling events in retail stores for wine, beer and spirits. We have been providing marketing services for more than 17 years. Most gigs are...
  • 27 Days Ago
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Administrative Assistant/Credentialing Specialist
  • Manases Executive Suites
  • Weslaco, TX FULL_TIME
  • Overview:We are seeking a highly organized and detail-oriented individual to join our team as a Credentialing Specialist. As a Credentialing Specialist, you will play a crucial role in ensuring that o...
  • 13 Days Ago
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Front Office Receptionist
  • Manases Executive Suites
  • Weslaco, TX FULL_TIME
  • Job Overview: We are seeking a reliable and friendly Front Desk Receptionist to join our team. As the first point of contact for our office, you will play a crucial role in providing exceptional custo...
  • 13 Days Ago
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Top Paid Life Insurance Agents
  • Viewpoint Financial
  • Allen, TX FULL_TIME
  • --------> 4 POSITIONS AVAILABLE BONUS FEATURES of working with us: Zoom Dials where ever you are to work with Top Producers. Listen in on how they call and close clients. Have them listen to you and g...
  • 1 Month Ago
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0 Top Trust Executive jobs found in Mcallen, TX area

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Collections Analyst with Dutch Relocate
  • Johnson Controls International
  • Rome, Lazio
  • Are you interested in gaining international work experience? Then Johnson Controls could have the perfect opportunity fo...
  • 4/26/2024 12:00:00 AM
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Designer - Drafter
  • Johnson Controls International
  • Apodaca, Nuevo León
  • What you will do? Performs product electrical/mechanical drafting for HVAC units. How you will do it? Drafting/Design of...
  • 4/26/2024 12:00:00 AM
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Warranty Specialist 1
  • Johnson Controls International
  • Apodaca, Nuevo León
  • Johnson Controls is a global diversified technology and multi industrial leader serving a wide range of customers in mor...
  • 4/26/2024 12:00:00 AM
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Design Drafter
  • Johnson Controls International
  • Apodaca, Nuevo León
  • What you will do? Performs product electrical/mechanical drafting for HVAC units. How you will do it? Drafting/Design of...
  • 4/26/2024 12:00:00 AM
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Senior Medical Science Liaison-Women's Healthcare Nevada Utah
  • Bayer
  • At Bayer we’re visionaries, driven to solve the world’s toughest challenges and striving for a world where 'Health for a...
  • 4/24/2024 12:00:00 AM
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Senior Medical Science Liaison-Women's Healthcare Nevada Utah
  • Bayer
  • At Bayer we’re visionaries, driven to solve the world’s toughest challenges and striving for a world where 'Health for a...
  • 4/24/2024 12:00:00 AM
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Senior Medical Science Liaison-Women's Healthcare Northern California
  • Bayer
  • At Bayer we’re visionaries, driven to solve the world’s toughest challenges and striving for a world where 'Health for a...
  • 4/24/2024 12:00:00 AM
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Junior Internal Account Manager
  • Arrow Electronics, Inc.
  • Padova, Padova
  • Position: Junior Internal Account Manager Job Description: As Arrow Global Components (AGC), a part of Arrow Electronics...
  • 4/23/2024 12:00:00 AM
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About Mcallen, Texas

McAllen is the largest city in Hidalgo County, Texas, United States, and the 22nd-most populous city in Texas. It is located at the southern tip of the state in the Rio Grande Valley. The city limits extend south to the Rio Grande, across from the Mexican city of Reynosa, and McAllen is about 70 mi (110 km) west of the Gulf of Mexico. As of 2017, McAllen’s population was estimated to be 142,696. It is the fifth-most populous metropolitan area in the state of Texas, and the binational Reynosa–McAllen metropolitan area counts a population of nearly 1.52 million. From its settlement in 1904, the ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Trust Executive jobs
$236,069 to $361,449
Mcallen, Texas area prices
were up 1.2% from a year ago
View detail

What does a Top Trust Executive do?

Top Trust Executive in Stamford, CT
Do you think you are overqualified for this position As Top Trust Executive.
December 13, 2019
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“If you want to build an organization and attract and retain top talent, you’d better lean in to this.
February 10, 2020
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And here are the top 10 brands of these two groups combined.
November 27, 2019