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W3Global Inc.

Trust Officer

Houston, TX

$150K - $160K/yr

HubSpot CRM * M-Files Document Management Who You Are * Experienced with high-net-worth client advisory * Exercises sound, independent judgment * Polished communicator - written and in person * Self ...

U.M. ARMY

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U.M. ARMY Admin

Huntsville, TX · On-site

$5K/yr

Copying, filing, general office assistance for staff members * Work with Accountant to maintain ... M. ARMY, Inc Board Books * Work with Accountant to audit camp receipts Inventory Management

U.M. ARMY

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U.M. ARMY Admin

Huntsville, TX · On-site

$5K/yr

Copying, filing, general office assistance for staff members * Work with Accountant to maintain ... M. ARMY, Inc Board Books * Work with Accountant to audit camp receipts Inventory Management

Victor Energy

Project Document Controller

Calgary, AB · On-site

... M-Files are the most current version o prevention of document duplication Identify and report deficiencies and/or problems with the company document management system Document Controls Operations ...

Victor Energy

Document Management Specialist

Nisku, AB · On-site

Experience with M-Files is considered an asset. Benefits * Extended Healthcare Plan (Medical, Disability, Dental & Vision) * Group RRSP * Group Life - AD&D - Critical Illness Insurance * Training ...

New Wave People

File Clerks

Albany, NY

$16.50 - $19.50/hr

M - F Flexible hours. approximately 20 hrs/wk Unpaid Lunch Break tbd* No Holiday work, Overtime or travel required Parking Provided for a fee Possible Extension of Assignment Scanning files. 9 large ...

Access Sciences

Records Analyst

Baton Rouge, LA · On-site

Hyland Onbase, IBM FileNet, M-Files, or similar) preferred. * Experience with regulatory and compliance requirements for records and willingness to learn how they apply in practice * Experience ...

New Wave People

File Clerks

Albany, NY

$16.50 - $19.50/hr

M - F Flexible hours. approximately 20 hrs/wk Unpaid Lunch Break tbd* No Holiday work, Overtime or travel required Parking Provided for a fee Possible Extension of Assignment Scanning files. 9 large ...

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Trust Officer

Trust Officer

W3Global Inc.

Houston, TX

$150K - $160K/yr

Full-time

Posted 7 days ago

Job description

About the Job
An established trust organization is seeking an experienced Trust & Estate Advisor / Officer

The Role
The Trust Officer serves as the primary point of contact for a diverse book of ultra-high-net-worth clients. You will administer complex trust and estate structures, exercise discretionary judgment over distributions, and guide clients through financial, legal, and personal matters with confidence and care. Success in this role requires mastery of the technical, relational, and unexpected.

Responsibilities

  • Communicate regularly with clients and serve as their primary advisor across financial, legal, and personal matters

  • Read, interpret, and administer trust agreements, wills, and other legal documents

  • Exercise independent judgment over trust distributions and prepare memos for the Trust Committee

  • Provide estate planning ideas and coordinate with CPAs, estate planning attorneys, and outside advisors

  • Assist clients with personal matters including insurance review, Medicare enrollment, mental health resources, real estate and vehicle purchases, and trust loans

  • Understand and navigate legal structures such as partnerships and LLCs held within trusts

  • Coordinate appraisals of partnerships, real estate, and personal property

  • Manage real estate and oil and gas assets with internal and external support

  • Enter and approve transactions in the trust accounting system (SEI); maintain accounts including openings and closings

  • Prepare for and respond to periodic audits by auditors and regulatory bodies

  • Participate in legal matters including trust decanting, court-supervised estates, and client divorces

  • Contribute to the development and documentation of internal work processes

  • Represent the organization through participation in professional organizations and the broader community

Technical Expertise

  • Trust and Estate Administration

  • GST, Estate and Gift Tax

  • Income Taxation - Trusts and Estates

  • Fiduciary Duties

  • Portfolio Investment Concepts

  • Real Estate and Oil and Gas Assets

  • Partnership and LLC Structures

  • SEI Trust Accounting

  • HubSpot CRM

  • M-Files Document Management

Who You Are

  • Experienced with high-net-worth client advisory

  • Exercises sound, independent judgment

  • Polished communicator - written and in person

  • Self-motivated with strong time management

  • Patient, persistent, and a natural problem solver

  • Collaborative and collegial

  • Committed to a long-term career position

  • Maintains active professional certifications

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

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