- UMB Bank (Sacramento, CA)
- UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal ... corporations, not-for-profits, partnerships, and other business entities and individuals. The Corporate Trust Associate Relationship Manager role supports our … more
- Zions Bancorporation (Los Angeles, CA)
- …bring the opportunity. **Zions Bancorporation** has just opened an opportunity for a ** Corporate Trust Administrator** based in the Los Angeles, CA office ... skills and experience** **:** + Responsible for complete administration of assigned corporate trust and/or agency accounts. + Reviews and analyzes indentures… more
- US Bank (Los Angeles, CA)
- …with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the ... more years of relevant experience **Preferred Skills/Experience** - Thorough knowledge of corporate trust and investment instruments - Thorough knowledge of… more
- UMB Bank (Sacramento, CA)
- UMB's Corporate Trust Compliance team supports the Corporate Trust group by performing account review, monitoring and ensuring compliance with ... and therefore mitigating any losses that could be incurred by UMB The Corporate Trust Compliance Specialist II role is responsible for the initial review of… more
- Moss Adams LLP (El Segundo, CA)
- …Intellectual Curiosity, and Results Focus. **Responsibilities** : + Advise clients on corporate , partnership, individual and trust and estate tax services + ... **Tax Manager - Corporate Tax** **Description** At Moss Adams, we champion...years of supervising and training experience + Proficient in corporate , partnership and individual taxation + Prior experience working… more
- M&T Bank (Costa Mesa, CA)
- …minimum of 1 year relevant work experience with direct client contact CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus ... **Overview:** Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients.… more
- M&T Bank (Costa Mesa, CA)
- …years' client service experience in Global Capital Markets products or markets Corporate Trust experience required as well contract negotiations Experience with ... skills Strong analytical skills **Education and Experience Preferred:** CCTS (Certified Corporate Trust Specialist) certification Working knowledge of pertinent… more
- M&T Bank (Costa Mesa, CA)
- …3 years' client service experience in Global Capital Markets products or markets Corporate Trust experience required as well as contract negotiations Experience ... of 2 years' supervisory and/or work leadership experience CCTS (Certified Corporate Trust Specialist) certification Working knowledge of pertinent specialized… more
- Fifth Third Bank, NA (Los Angeles, CA)
- … calling officers including Public Funds, Financial Institutions, Real Estate Capital Markets, Corporate Trust and others. + Provide manager with monthly recap ... goal determined by Sales Manager. + Make customer/prospect referrals to other corporate calling officers and document same. + Represent department at seminars, trade… more
- Moss Adams LLP (Walnut Creek, CA)
- …and Staff in client engagement management and technical expertise in individual, trust , partnership, corporate , federal, state, local and foreign tax returns, ... of 4 years supervising and training experience + Subject matter expert in corporate , partnership, individual or trust and estate taxation required; prior… more