- Wells Fargo (San Diego, CA)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of Wealth...this role, you will:** + Support a team of fiduciary professionals to administer a book of fiduciary… more
- City National Bank (Los Angeles, CA)
- …and periodically review current risk management practices relating to Fiduciary activities across the organization. Collaborate closely with colleagues across ... the control environment and enhance risk management practices. * Monitor Fiduciary activities for adherence to CNB's policies and procedures, including ongoing… more
- BMO Financial Group (Los Angeles, CA)
- …investment management accounts. You will administer accounts consistent with sound fiduciary principles and within the established risk framework of the ... requiring in depth knowledge of trust administration, estate planning concepts, and fiduciary principles, along with the skills and desire to proactively grow the… more
- Stanford University (Stanford, CA)
- …school's operational enterprise, the Chief Operations & Financial Officer serves as fiduciary for the Stanford GSB Business School Trust, which oversees a ... university leaders to shape institution-wide administrative initiatives and share best practices. Fiduciary & Investment Stewardship + Serve as fiduciary for the… more
- US Bank (Los Angeles, CA)
- …legal reviews. This role requires exceptional leadership skills, deep knowledge of fiduciary and regulatory requirements, and the ability to review and validate ... and corporate compliance standards, including KYC, Beneficial Owner Rule, and fiduciary requirements. + Monitor risk indicators and escalate issues as needed.… more
- Columbia Bank (San Diego, CA)
- …solutions that maximize the return on investment of assets under management and meet fiduciary objectives. + Proven ability to grow a book of business within a team ... and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + Demonstrates compliance with all bank regulations for assigned… more
- Robert Half Legal (Walnut Creek, CA)
- …* Develop and implement case strategies tailored to estate planning conflicts, fiduciary disputes, and elder law matters. * Draft and file legal documents ... and analytical skills. * Proven experience handling disputes involving wills, trusts, fiduciary obligations, and elder law. * Ability to effectively manage multiple… more
- Oracle (Sacramento, CA)
- …highly valued business partners. Our primary areas of focus include: + ** Fiduciary Excellence:** Preparation and oversight of all accounting records for the ... entities are operating in compliance with Oracle's policies and procedures + Fiduciary responsibility and accountability for the audits of the statutory financial… more
- DR Horton, Inc. (Roseville, CA)
- …Acts as the conscience of the division which involves fiduciary responsibilities, business process improvement and challenging the thinking/decisions of ... entire management team. *Essential Duties and Responsibilities* * Has the fiduciary responsibility of enforcing the operating procedures and policies established by… more
- M&T Bank (Los Angeles, CA)
- …firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and ... revenue while maintaining the highest ethical standards and adhering to our fiduciary culture. Accountable for revenue growth including the acquisition of new… more