- Wells Fargo (Irvine, CA)
- …* Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist focused on estate services within the Banking, ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- 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, custody, ... this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo | Jobs and...and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including… more
- 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
- 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
- BlackRock (San Francisco, CA)
- …purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn ... enhancement of the client experience. **Role Responsibility** In the role of Client Service Officer (CSO) you will be a dedicated member of the client servicing team… more
- Naval Sea Systems Command (Port Hueneme, CA)
- …within the division and department You will assist both the Contracting Officer and the technical codes in planning, soliciting, administering and exercising ... requirements and formulate the necessary procurement documents. You will carry out fiduciary oversight functions on awarded procurements and track funding to ensure… more
- Harris & Associates (Sacramento, CA)
- …objectives of the firm. Acting as a trusted advisor and company officer , this role blends field-proven construction expertise with senior-level leadership to ensure ... the Director/Vice President leverages deep technical knowledge, operational acumen, and fiduciary responsibility to represent both the firm and the client with… more
- PNC (Los Angeles, CA)
- …to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. + ... PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit… more