- City National Bank (Los Angeles, CA)
- …Senior Counsel will provide general regulatory and transactional support to the Bank and its wealth management operations and subsidiaries. Substantial expertise in ... provide advice in connection with implementation of overall business strategy for the Bank and its wealth management business. WHAT WILL YOU DO? * Provide… more
- City National Bank (Los Angeles, CA)
- …risk classification, loan structure, collateral analysis, pricing and adherence to Bank policies. * Attends client meetings at Relationship Manager, Team Manager ... loans and/or lines of credit as required. Assumes accountability for minimizing Bank losses. * Manages team delinquencies both matured loans and past due… more
- Enterprise Bank & Trust (San Diego, CA)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we offer… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Bring: + 3-5+ years in UHNW client service (RIA, family office, private bank , etc.) + Experience navigating complex client needs with maturity, discretion, and ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more
- Robert Half Finance & Accounting (Fresno, CA)
- …and maintain detailed personnel records. * Perform bookkeeping duties, including bank reconciliations, using Peachtree (Sage). * Ensure compliance with company ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …client service or operations within financial services (RIA, broker-dealer, custodian, or bank ) + Strong communication skills and a client-first mindset + High ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …operations role within a financial services firm (RIA, broker-dealer, custodian, or bank ) + Strong communication and follow-through with a client-first mindset + ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more
- Robert Half Finance & Accounting (Fontana, CA)
- …to advanced Excel skills to streamline reporting and analysis. * Perform bank reconciliations and ensure accurate financial records. * Lead team training and ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more
- Robert Half Finance & Accounting (Belmont, CA)
- …coding, and approval before payment processing. * Prepare all checks and ACH bank drafts, match invoices to checks, obtain all check signatures, and distribute ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more
- TD Bank (San Francisco, CA)
- …issues confronting the firm's clients and have an exceptional grasp on accounting , valuation, finance, and business strategy. Specific qualifications include: + 5+ ... modeling skills with a vast knowledge of finance and accounting principles + Expertise in all phases of project...and adheres to the policies and guidelines of the Bank + Maintains confidentiality of client information + Accountable… more
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