- Cushman & Wakefield (Palo Alto, CA)
- …a trusted advisor for comprehensive real estate work + Act with fiduciary responsibility to client projects, including complete financial management of project: ... establish and manage project budgets, maintain monthly forecasts and cash flow analysis, prepare anticipated cost reports and any other reports as required by the client + Management of due diligence, programming, design, entitlements, bidding, permitting,… more
- City National Bank (Los Angeles, CA)
- …audits to assess the adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate, employee benefit, and personal trust ... relationships, propriety mutual funds, security sales and trading, and insurance activities. Compliance with various laws, rules, regulation, and other regulatory pronouncements. What you will do * Completes time sheets and expense reports in a timely manner.… more
- City National Bank (Los Angeles, CA)
- …CIP and KYCQ documentation for all accounts including personal, business (entity), fiduciary , and retirement accounts. * Provide Sales and Administrative Support to ... Investment Officers and client requests across a broad range of brokerage activities for retirement and non-retirement accounts including establishing new accounts, processing account transfers, securities processing, restricted stock, securities settlement,… more
- PNC (Los Angeles, CA)
- …to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. + ... **Institutional Asset Management (IAM** **):** PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit Retirement Solutions for corporations, nonprofits,… more
- 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
- Dignity Health (Rancho Cordova, CA)
- …clinic. Works closely with staff and radiologists in each unit to ensure that all fiduciary and imaging center goals are met. This position may have access to third ... party credit card information and transactional systems (cash registers, point of sale devices, applications supporting credit card transactions, and reports or other documents containing credit card information) from single transactions or a single card at a… more
- The Hartford (San Francisco, CA)
- …primary and excess directors & officers liability, errors & omissions liability, fiduciary liability and employment practices liability. Well Be a Good Match if ... You Have: + A customer-first mindset, putting our customers at the center of everything you do. + A passion for making decisions through both analyzing data and employing critical thinking skills. + A team spirit and desire to work collaboratively. + A… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …or Accounting is preferred. * Minimum of 3 years of experience in individual, fiduciary , and entity tax compliance and related tax issues. * Strong analytical and ... accounting skills, with basic knowledge of investments, financial planning, and estate planning. * Demonstrated ability to handle complex tax issues and provide practical solutions. * Excellent communication skills to effectively collaborate with internal… more
- Robert Half Legal (Los Altos, CA)
- …for real property transfers, including grant deeds and quitclaim deeds. * Create fiduciary reports and accountings to ensure compliance and accuracy. * Review and ... prepare Estate and Gift Tax returns with attention to detail. * Maintain organized physical and electronic client files for seamless access and management. Requirements * Minimum of three years of hands-on experience in trust and estate administration. *… more
- Travelers Insurance Company (Sacramento, CA)
- …professionals. Typical claims may include professional negligence, malpractice, breach of fiduciary duty and misrepresentation, among others. As of the date of ... this posting, Travelers anticipates that this posting will remain open until September 22, 2025. **What Will You Do?** + Follow operational policies to analyze, investigate, and resolve BSI claims of varying levels of severity with moderate supervision from… more