• Deputy Public Guardian Trainee / Emergency…

    The County of Los Angeles (Los Angeles, CA)
    …administration including management of estates, assets, trusts, associated fiduciary responsibilities, and decision-making authority. Essential Job Functions Learns ... common mental health, physical health and substance use terminology, diagnoses, and medications including ability to read and understand electronic health records. Receives training on relevant legal codes, legal authority granted and legal requirements of… more
    The County of Los Angeles (12/23/25)
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  • Defined Contribution Plans Senior Analyst

    WTW (Los Angeles, CA)
    …client teams for areas related to DC retirement plan compliance, vendor management, fiduciary management, plan design, and cost forecasting + Respond to queries from ... consultants and clients with respect to plan provisions and resolve/escalate any problems or issues + Draft plan amendments and summary plan descriptions, and review employee communications + Assist with compliance corrections + Support fee benchmarking and… more
    WTW (12/23/25)
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  • Investment Relationship Officer

    City National Bank (Los Angeles, CA)
    …and KYC documentation for all accounts including personal, business (entity), fiduciary , and retirement accounts. * Answer incoming operational and sales-related ... phone calls for CNS Brokerage Accounts. Operational calls include tax documents, trade settlements, asset transfers, asset servicing, and client account maintenance. * Process money market transfers, fixed income, mutual funds, and equity trades and provide… more
    City National Bank (12/23/25)
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  • Accountant II

    City of Santa Monica (Santa Monica, CA)
    …project reports; financial reports related to governmental, proprietary, capital and fiduciary funds; and federal and state mandated financial reports. Reviews and ... coordinates the work of staff engaged in the preparation, maintenance and distribution of financial reports. Performs and monitors a variety of complex accounting activities, including reconciliation and analysis of fiscal transactions to ensure compliance… more
    City of Santa Monica (12/23/25)
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  • Trade Operations | Growing RIA Firm!

    Robert Half Finance & Accounting (San Ramon, CA)
    …a Trader (with Advisor Track Exposure) to join their team. This fiduciary investment advisory firm specializes in retirement planning and investment supervisory ... services, taking a long-term, client-focused approach. The firm has been established for nearly 30 years and continues to experience strong growth. Position Details + Title: Trader (Advisor Track Exposure) + Compensation: $75,000-$90,000 base (DOE) + bonus +… more
    Robert Half Finance & Accounting (12/21/25)
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  • Underwriting Specialist- Management Liability

    Zurich NA (San Francisco, CA)
    …for Financial Lines Products (Directors and Officers, Employment Practices Liability, Fiduciary Liability and Crime Insurance) for private, nonprofit companies. This ... is a market facing position and we are looking for someone with a strong sales mindset who will proactively seek renewal and new account opportunities, as well as identify growth opportunities. Building strong relationships with retail distributors (agents and… more
    Zurich NA (12/19/25)
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  • Specialty Wealth Asset Administration Officer II…

    City National Bank (Los Angeles, CA)
    …Trust Real Estate, Closely Held Businesses, and Mineral/Oil/Gas interests held in fiduciary accounts. Under general guidance from the SWA team, this position ... facilitates the addition and removal of assets from accounts, processing of income and asset-related expenses, assistance with the collection of information/documents related to general request or regulatory requirements, updating of inter-department tracking… more
    City National Bank (12/18/25)
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  • Manager Information Security & Risk Management…

    Highmark Health (Sacramento, CA)
    …Trust Principle audits + Experience establishing budgets and meeting fiduciary goals + Security industry organization participation/leadership (HITRUST, ISACA, ... InfraGard, ISC2, ISSA, etc.) **LICENSES AND CERTIFICATIONS** **Required** + None **Preferred** + Certified Information Systems Security Professional (CISSP) **OR** + Certified Information Security Manager (CISM) **OR** + Certified in Risk and Information… more
    Highmark Health (12/17/25)
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  • JP Morgan Wealth Management - Vice President…

    JPMorgan Chase (San Jose, CA)
    …in retail investments. + Proficient knowledge of regulations, BI requirements, fiduciary oversight, and financial planning strategies. + Eagerness to engage directly ... with clients and advisors. + Must hold FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53). appropriate State Life & Health Insurance license. Additional licensing requirements must be met within 120 days of hire.… more
    JPMorgan Chase (12/12/25)
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  • Staff Product Marketing Manager, QBO & Workforce…

    Intuit (San Francisco, CA)
    …teams to ensure all products are built with the accountant's workflow, fiduciary duty, and trust concerns top-of-mind.** + **Influence Product Roadmap:** **Partner ... with Product and Engineering to prioritize work needed to resolve critical friction points that restrict accountant referral and recommendation. This includes optimizing end-to-end onboarding experiences (eg, Delegated Onboarding for Money/Payroll) and… more
    Intuit (12/12/25)
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