Top 136 associate document advisor Jobs in dallas, tx

Trust & Estate Settlement Advisor
Busey Bank —Dallas, TX
- $98,000 - $127,055 a year
- Full-time
- Microsoft Outlook
- CPA
- 5 years
- Profit sharing
- Wellness program
Quick Apply
Commercial Finance Account Manager (Factoring) - $70K–$85K | Irving, TX
ProForce Innovations —Irving, TX
- $70,000 - $85,000 a year
- Weekends as needed
- Hybrid work
- Background check
- Office
- Finance
- Paid jury duty
- AD&D insurance
Quick Apply
20h
Diesel Mechanic
Premier Truck Group —Dallas, TX
- Full-time
- Dealership
- High school diploma or GED
- Driving
- Paid training
- Paid holidays
Quick Apply
6d
Diesel Mechanic
Premier Truck Group —Dallas, TX
- Dealership
- High school diploma or GED
- Driving
- Paid training
- Paid holidays
Quick Apply
Mobile Service Technician-AutoNation USA Plano-$32.25
AutoNation —Plano, TX
- $32.25 an hour
- Full-time
- ASE Certification
- Spanish
- Clean driving record
- Paid training
- Dental insurance
Quick Apply
Major Accounts Sales Representative
ADP —Dallas, TX
- Full-time
- Hybrid work
- Military
- Mid-level
- In-person
- Paid time off
- Benefits from day one
4d
Attorney
State Farm Mutual Automobile Insurance Company —Dallas, TX
- $115,000 - $160,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
3d
Associate Accounts Payable Analyst
McKesson —Irving, TX
- $21.58 - $35.96 an hour
- Microsoft Outlook
- Salesforce
- Mid-level
Central Operations Associate
Concurrent Investment Advisors —Dallas, TX
- $60,000 - $90,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Temporary Associate
Kate Spade —Dallas, TX
- $15.00 - $19.50 an hour
- Part-time
- English
- Ability to lift 50 pounds
- Communication skills
- Commuter assistance
- Paid parental leave
9d
Virtual Client Advisor
Ralph Lauren —Dallas, TX
- Part-time
- Microsoft Outlook
- Ability to walk for extended periods
- Office
Client Service Associate
Tolleson Wealth Management —Dallas, TX
- Background check
- Microsoft Excel
- Research
Assistant Property Manager
NEXVEST REALTY ADVISORS LLC —Dallas, TX
- Microsoft Outlook
- 5 years
- Office
- Health insurance
- 401(k) matching
Quick Apply
Client Implementation Specialist
Health Plans Inc —Dallas, TX
- $65,000 - $85,000 a year
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- HIPAA
- Health savings account
- Health insurance
Quick Apply
6d
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Digital Estate Planning, Associate - Dallas
Goldman Sachs —Dallas, TX
- Full-time
- CPA
- Mid-level
- Office
- Disability insurance
- Health insurance
Registered Client Service Associate
Morgan Stanley —Dallas, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Cyber Operations Analyst
Hillwood Development Company LLC —Dallas, TX
- Computer science
- Computer Science
- Windows
- Paid parental leave
- Health savings account
7d
Senior Client Service Associate
Tolleson Wealth Management —Dallas, TX
- Background check
- Microsoft Excel
- Research
Project Finance Associate
Hunt Consolidated, Inc. —Dallas, TX
- Full-time
- Hybrid work
- Microsoft Excel
- 5 years
- Mid-level
- Free parking
- Health insurance
Mortgage Banker
Morgan Stanley —Dallas, TX
- $110,000 - $190,000 a year
- Microsoft Outlook
- Office
- High school diploma or GED

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associate document advisor jobs near dallas, tx

Trust & Estate Settlement Advisor

Busey Bank -
Dallas, TX

Quick Apply

Job Details

Full-time
$98,000 - $127,055 a year

Benefits

Profit sharing
Wellness program
Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Employee relationship building
Bachelor's degree

Full Job Description

Position Summary

The Trust and Estate Settlement Advisor is primarily responsible for oversight and management of a personal book of postmortem trust and estate settlement accounts, as well as, assisting and being a resource for the management of postmortem trust and estate settlement accounts across the organization. This position will report to the Director of Estate Settlement.

Duties & Responsibilities

Effectively oversee, manage and support postmortem trust and estate settlement account administration within Wealth Management in accordance with the terms of the governing instruments, trust and estate laws, local law, tax law and sound fiduciary principles.
Participate in all facets of administration, including collection of assets, investment management decisions and coordination with tax partners.
Maintain contact and communicate regularly with Advisors, beneficiaries, attorneys, accountants and other interested parties on all aspects of administration, including maintaining client files, preparing materials for client meetings, managing deadlines, collecting information necessary to complete reporting and filing requirements and attending to clients’ concerns and needs.
Stay informed of all Bank and Wealth Management policies and applicable state and federal regulations.
Collaborate with Fiduciary Advisors to effectively manage client expectations, create a great client experience and participate in relationship retention efforts.
Responsible for outreach to the Wealth Management, Commercial and Retail teams for internal educational opportunities and sales opportunities by active promotion of Trust and Estate Settlement services.
Participate in development and implementation of Trust and Estate Settlement Services policies and procedures.

Education & Experience

Knowledge Of:

Technical expertise on federal and state estate tax, and postmortem administration of trusts and estates
Strong verbal and written communication skills
Excellent time management skills
Proven relationship management and team building capabilities
High-level sales, presentation and client service expertise
Standard business systems, including but not limited to trust accounting systems, Microsoft Office and Outlook

Ability To:

Analyze and interpret governing trust and/or estate documents, professional journals, technical procedures, governmental regulations and federal and state statutes.
Make confident independent decisions and provide timely client follow-up
Promote teamwork and collaboration across all areas of Wealth Management
Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required
On-going development and broadening of appropriate knowledge and skills
Travel as needed

Education and Training:

Requires a four-year college degree. JD highly preferred. Tax LLM and/or CPA a plus. Completion or enrollment in desirable wealth management designations, including MBA, CFP ®, CFA, and/or CTFA a plus.
At least 5 years of significant experience in trust and estate settlement required.
Demonstrated experience and understanding of wealth management solutions including
investments, banking and trust concepts including, but not limited to asset allocation, advanced estate planning, retirement plans, insurance, and identification/implementation of additional wealth planning opportunities.

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

(Base Pay Range: $98,000 - $127,055/year)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

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Refine Your Search

associate document advisor jobs in dallas, tx

Trust & Estate Settlement Advisor

Commercial Finance Account Manager (Factoring) - $70K–$85K | Irving, TX

Diesel Mechanic

Diesel Mechanic

Mobile Service Technician-AutoNation USA Plano-$32.25

Major Accounts Sales Representative

Attorney

Associate Accounts Payable Analyst

Central Operations Associate

Temporary Associate

Virtual Client Advisor

Client Service Associate

Assistant Property Manager

Client Implementation Specialist

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Digital Estate Planning, Associate - Dallas

Registered Client Service Associate

Cyber Operations Analyst

Senior Client Service Associate

Project Finance Associate

Mortgage Banker

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