- Robert Half Office Team (San Diego, CA)
- Description Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across ... Administration + Manage household payments (utilities, insurance, etc.) and monitor bank balances + Coordinate fund transfers, property taxes, and insurance… more
- Robert Half Office Team (Carson, CA)
- Description We are looking for a detail-oriented Senior Administrative Assistant to provide high-level support to the Divisional Finance Director of a non-profit ... effective communication and document management. The ideal candidate will have strong administrative skills, a keen eye for accuracy, and the ability to maintain… more
- Columbia Bank (Irvine, CA)
- …+ Provide backup support to other Financial Assistants when necessary. + Demonstrates compliance with all bank regulations for assigned job function and applies ... for business. Together for better. **About the Role:** Provide administrative & operational support for one or more Financial...up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and… more
- Bank of America (Newport Beach, CA)
- …**Job Description:** This job is responsible for a wide variety of delegated compliance , administrative , and business functions to support the Merrill Wealth ... proactively managing and mitigating risk. **What you'll accomplish:** + Manage delegated compliance , administrative and business functions related to the Merrill… more
- Columbia Bank (Walnut Creek, CA)
- …Supervise and implement efforts to promote office efficiencies and innovation. + Demonstrates compliance with all bank regulations for assigned job function and ... Market Manager has responsibility for themanagement of the trust administrative team and its assigned book of business,with the...up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and… more
- City National Bank (San Francisco, CA)
- …and other professional activities as appropriate. * Complies fully with all Bank Administrative , Operational and Credit policies and procedures as well ... training and support of a wide variety of the Bank 's systems involved in the various division specific systems...the business expert for the development, maintenance, training, regulatory compliance and support of all processes related to systems.… more
- Federal Reserve Bank (San Francisco, CA)
- **Company** Federal Reserve Bank of San Francisco We are the Federal Reserve Bank of San Francisco - public servants with a mission to advance the nation's ... for all Americans. As part of the nation's central bank , we are committed to understanding and serving the...documentation is written well + Maintain effective controls and administrative practices and ensure self and team are held… more
- Citigroup (Beverly Hills, CA)
- …that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be ... line with the fundamental interests of the Citi Private Bank . + Help team members acquire the experience necessary...and seeks or grants approvals as appropriate. + Ensure compliance on regulatory requirements and minimizes any potential liability… more
- Citizens (San Francisco, CA)
- …required + Strong proficiency in the following areas is preferred: private bank industry insight, critical thinking, leadership, compliance management, credit ... Description Citizens Private Bank continues to grow and this expansion in...and / or transaction, and in establishing management and administrative procedures to ensure adherence to policies. + Serve… more
- City National Bank (Los Angeles, CA)
- …OPPORTUNITY? Responsible for performing a variety of tasks related to ensuring the Bank 's compliance under the Community Reinvestment Act. in this role, ... and develop programs to meet those needs within the Bank 's assessment areas. Will also assist in the evaluation...CRA community development planning experience * 2+ years of administrative and supervisory responsibility. * 3+ years of experience… more