• Regional Fiduciary Officer

    Bank of America (Los Angeles, CA)
    Regional Fiduciary Officer Kansas City, Missouri;Fort Lauderdale, Florida; Atlanta, Georgia; Dallas, Texas; Fort Worth, Texas; Clayton, Missouri; Charlotte, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Kansas-City/Regional- Fiduciary - Officer \_25029784-2) **Job Description:** At Bank of America,… more
    Bank of America (07/25/25)
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  • Senior Lead Fiduciary Advisory Specialist…

    Wells Fargo (San Francisco, CA)
    …**BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, ... this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working at Wells...and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including… more
    Wells Fargo (07/26/25)
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  • Senior Fiduciary Business Controls Analyst

    City National Bank (Los Angeles, CA)
    *SENIOR FIDUCIARY BUSINESS CONTROLS ANALYST* WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control ... Officer ("BCO") and Business Control Managers ("BCM"s) for Fidciary and Wealth Management and will partner with the Risk Framework leadership team. Responsibilities… more
    City National Bank (06/28/25)
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  • Trust Fiduciary Strategist

    Comerica (Palo Alto, CA)
    …Description Alliance Trust Business Development OfficerThe Alliance Trust Business Development Officer (BDO) III role will be responsible for developing, conducting ... and effectively hand off the relationship to a Comerica Personal Trust Officer for administration. Qualifications Position Qualifications + Bachelor's degree from an… more
    Comerica (07/01/25)
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  • Senior Trust Officer

    Bank of America (Newport Beach, CA)
    Senior Trust Officer Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/Senior-Trust- Officer \_25030335-2) **Job Description:** At Bank of America, we are… more
    Bank of America (07/29/25)
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  • Investment Relationship Officer

    City National Bank (Los Angeles, CA)
    *INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... and KYC documentation for all accounts including personal, business (entity), fiduciary , and retirement accounts.Answer incoming operational and sales related phone… more
    City National Bank (07/16/25)
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  • Lead Client Services Officer

    City National Bank (Los Angeles, CA)
    *LEAD CLIENT SERVICES OFFICER * WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers ... CIP and KYCQ documentation for all accounts including personal, business (entity), fiduciary , and retirement accounts. * Provide Sales and Administrative Support to… more
    City National Bank (07/12/25)
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  • Account Executive Officer /Sr. Underwriter…

    Travelers Insurance Company (Glendale, CA)
    …Coverages range from Directors and Officers Liability, Employment Practices Liability, Fiduciary Liability, CyberRisk, Kidnap and Ransom, Crime, and Identity Fraud ... Expense Reimbursement. The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers. An AEO will… more
    Travelers Insurance Company (07/04/25)
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  • Administrative Manager - Child Support Services

    City and County of San Francisco (San Francisco, CA)
    …Department, the Administrative Manager serves as the department's Chief Financial Officer and Human Resources Manager overseeing contracts, budget, accounting and ... finance, and Chief Administrative Officer , overseeing human resources/payroll and general support services. The...external auditors and for implementing internal controls to ensure fiduciary integrity and compliance. * Budget: Oversee the annual… more
    City and County of San Francisco (07/20/25)
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