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Assistant Structured Settlement Jobs in Texas (NOW HIRING)

ORIX

Senior Associate, Operations & Closing

Dallas, TX · On-site

... * Assist with coordination and execution of system implementations, enhancements, and process ... Strong understanding of CRE loan structures, closing processes, documentation, and settlement ...

Linesight

Assistant Cost Manager

Houston, TX · On-site +1

$84K - $112K/yr

Support the settlement of construction disputes/loss and expense claims with transparency * Resolve ... We have an open culture and a flat structure where you can expect to be treated with genuine care ...

Amaro Law Firm

Paralegal

Houston, TX · On-site

... structure, and high-performance culture. Amaro Law Firm is fast paced, committed to our core values ... Certification from the National Association of Legal Assistants (NALA) or the American Alliance ...

Amaro Law Firm

Paralegal

Houston, TX · On-site

... structure, and high-performance culture. Amaro Law Firm is fast paced, committed to our core values ... Certification from the National Association of Legal Assistants (NALA) or the American Alliance ...

Amaro Law Firm

Paralegal

Houston, TX · On-site

... structure, and high-performance culture. Amaro Law Firm is fast paced, committed to our core values ... Certification from the National Association of Legal Assistants (NALA) or the American Alliance ...

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Showing results 21-40

All JobsStructured Settlement JobsAssistant Structured Settlement JobsAssistant Structured Settlement Jobs in Texas

Assistant Structured Settlement information

What is the difference between Assistant Structured Settlement vs Structured Settlement Specialist?

AspectAssistant Structured SettlementStructured Settlement Specialist
CredentialsHigh school diploma or equivalent; some roles may require insurance or finance certificationsInsurance or finance certifications often preferred; relevant licenses may be required
Work EnvironmentOffice setting, supporting settlement processesOffice or client-facing environment, handling complex settlement negotiations
Employer & IndustryInsurance companies, legal firms, financial institutionsInsurance companies, legal firms, financial advisors
Search & Comparison IntentUnderstanding entry-level support roles in settlementsIn-depth settlement planning and client consultation

The Assistant Structured Settlement typically supports settlement processes under supervision, focusing on administrative tasks. In contrast, a Structured Settlement Specialist handles complex negotiations and client advisement. The roles differ mainly in responsibility level and expertise, with the assistant position serving as an entry point into the industry.

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Assistant Structured Settlement jobs near you

Manager, Estate Planning and Trust Administration

Dallas, TX • On-site

Crow Holdings
Real Estate • 51 - 200 employees
Learn more about Crow Holdingsexternal

Full-time

Posted 21 days ago

Job description

Crow Holdings is a leading real estate investment and development firm founded in 1948 and based in Dallas, Texas. With 20 offices across the U.S., Crow Holdings' local, on-the-ground presence amplifies its hands-on capabilities across a broad range of investment strategies, product types, and ventures in partnership with institutional investors. Crow Holdings has $34 billion in assets under management, one of the largest multifamily and industrial development platforms in the nation, investments across the energy sector including solar and battery storage projects, and a broad, diversified investment portfolio, pursuing compelling investment opportunities to capitalize on evolving, secular growth potential. For over 75 years, Crow Holdings' success has been rooted in its founding principles of partnership, collaboration, and alignment of interests. For more information, please visit: www.crowholdings.com.
Position Summary
The Manager of Estate Planning and Trust Administration will work under the general supervision of the Director of Estate Planning and Trust Administration. This position will assist in all phases of developing, implementing, and administering the Crow family's trust and estate matters. Crow Holdings seeks a seasoned professional with the desire to operate in a high volume, multi-disciplinary position. The ideal candidate will have the ability to manage multiple projects and adapt to changing priorities, produce high-quality work, and possess critical thinking skills related to legal and financial matters.
Primary Responsibilities
  • Assist with operation of private trust company, including oversight of trust investments, preparation of board/committee meeting materials and minutes, attention to regulatory matters/examinations, and trust reporting to beneficiaries
  • Assist with development and implementation of estate plans for family members and ensure plans reflect current desires, circumstances, and relevant law; Coordinate with outside counsel on planning, execution and implementation of trusts and estate plans. Assist with development and formation of trusts in conjunction with outside counsel, including determining situs, trustees, beneficiaries, funding, and other relevant terms
  • Maintain family foundations, including administration of foundation in compliance with tax laws
  • Assist with structuring and administration of marital property agreements
  • Assist with administration of estates, including probate proceedings, estate settlement and coordinating with internal/external tax, legal and valuation professionals on estate tax returns
  • Assist with planning and implementation of family business ownership structures as they relate to trust and estate planning.
  • Administer life insurance program, including payment and settlement of existing policies, and underwriting as policies are acquired or terminated
  • Collaborate with other Crow Holdings personnel (legal, tax, accounting, financial reporting, treasury) as needed in connection with trust and estate planning matters
  • Attend to other matters as needed

Desired Skills & Experience
  • Attorney with 2+ years' experience at a major law firm or CPA with 3-5 years' experience at a major accounting firm
  • Experience advising clients on trust and estate matters including planning, implementation, documentation, and administration
  • Strong understanding of state and federal laws and strategies relevant to trusts, estate planning, and marital planning (exempt organizations a plus)
  • Familiarity with income tax law for individuals, trusts and flow-through entities to insure proper coordination with trust and estate planning
  • Strong skills in Microsoft Office (Word, Excel, PowerPoint, Outlook)
  • Experience with document management system (DocuWare a plus)
  • Polished communication skills (written and verbal)
  • Highly sensitive to confidential nature of subject matter
  • Willingness to commit time necessary to meet deadlines
  • Flexible with ability to manage time effectively and adapt to changing priorities
  • Attention to detail without losing sight of the big picture
  • Ability to operate in a fast-paced environment while maintaining an organized workflow
  • Ability to develop positive and effective working relationships with colleagues at all levels in organization

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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