- Robert Half Finance & Accounting (Mountain View, CA)
- …ensuring accuracy and compliance with regulatory standards. * Collaborate with the Manager , Senior Manager , or Principal to identify and address technical ... or Accounting is preferred. * Minimum of 3 years of experience in individual, fiduciary , and entity tax compliance and related tax issues. * Strong analytical and… more
- EverBank (San Francisco, CA)
- …Associations, Commercial Property Management, Mortgage Servicing companies, any other fiduciary centric specialty niches. **Key Responsibilities and Duties** + ... + 7+ years of experience as a Relationship Banker or Relationship Manager **Preferred Qualifications** + Ability to understand and analyze account analysis… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …analyses, and investment reviews. + Serve as a primary relationship manager for clients, providing proactive communication and thoughtful guidance. + Collaborate ... deliverables. + Maintain accurate client records and ensure compliance with fiduciary standards and internal policies. + Participate in strategic initiatives across… more
- Cushman & Wakefield (Los Angeles, CA)
- …Retail Strategy, internal Transaction Management teams, Retail Program Lead and Development Manager to improve new store and ATM site approval and ultimately speed ... types and operate in complex, non-routine environment. + Act with fiduciary responsibility to client projects, including complete financial management of projects… more
- City National Bank (Irvine, CA)
- …prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning opportunities ... business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager , etc.) to ensure proposed new relationships are within CNB's… more
- PNC (Los Angeles, CA)
- …to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. + ... provide in-depth support and analysis on investment strategy, asset allocation, manager selection, and portfolio construction. Base Salary ranges from $18-35/hour.… 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 ... role will be filled at either the Senior or AVP Level. The hiring manager will determine the appropriate level based upon the selected applicant's experience and… more