- Robert Half Finance & Accounting (San Francisco, CA)
- …programs are current and appropriate to cover all needed coverages for the estates , entities and activities of the Principals. Maintains the highest level of ... as the primary contact for the Principals, CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters. Builds and maintains… more
- Robert Half Legal (Westwood, CA)
- Description Robert Half Legal is partnering with a boutique Trusts and Estates law firm located in Westwood in their search for a skilled Probate Paralegal. This ... documents. + Manage communication with clients, courts, and other parties on estate matters. + Draft correspondence, legal forms, and other documentation related to… more
- Robert Half Legal (Sacramento, CA)
- …with an interest in the legal field might thrive in this Trusts and Estates Paralegal position. If you are highly organized and efficient, there is an immediate ... 5+ years of experience working as a paralegal within estate planning and trust administration - Strong problem solving...negotiating, planning and organizing - Command of Probate & Estate Administration - Experience with Estate Tax… more
- Bank of America (San Francisco, CA)
- …individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly visible position within ... UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning… more
- Deloitte (San Francisco, CA)
- …and consulting services to individual clients and their trusts, estates , family offices, investment vehicles, charitable pursuits, and closely-held business ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Deloitte (Los Angeles, CA)
- …and consulting services to individual clients and their trusts, estates , family offices, investment vehicles, charitable pursuits, and closely-held business ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- JPMorgan Chase (Los Angeles, CA)
- …asset and liability management, asset allocation, diversification, basic trusts & estates , basic individual tax rules (both transfer and income taxes), insurance, ... + Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk management, and asset… more
- JPMorgan Chase (Torrance, CA)
- …Torrance,CA $68,640.00 - $68,640.00; Carson,CA $68,640.00 - $68,640.00; Palos Verdes Estates ,CA $68,640.00 - $68,640.00; Rolling Hills Estates ,CA $68,640.00 - ... Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial… more
- City National Bank (Beverly Hills, CA)
- …development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, and Investments, with an ... * Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and… more
- JPMorgan Chase (Los Angeles, CA)
- …retirement products and services, brokerage and banking services including trusts and estates , loans, mortgages and deposits. JP Morgan Wealth Management is a global ... investments, including hedge funds, private equity, private credit and real estate + Proven experience in investment management sales; experience within a… more