- Robert Half Finance & Accounting (San Francisco, CA)
- …will play a key role in supporting the financial and accounting needs of high - net - worth individuals, trusts, and entities. This position ensures timely and ... close collaboration with internal departments to deliver integrated client service . Key Responsibilities Client Operations Support + Prepare journal entries,… more
- BMO Financial Group (Los Angeles, CA)
- …personal and corporate financial statements, liquidity, contingent liabilities, cash flow, and net worth to determine repayment support and mitigate credit risk. ... compliance with loan agreements. + Ensure that loan renewals, annual reviews and high -risk loan monitoring are completed on a timely basis. + Oversee documentation… more
- Insight Global (San Francisco, CA)
- …to bring on a Chinese-Speaking Financial Advisor to manage and grow a portfolio of high - net - worth clients for a rapidly growing financial services firm. This ... leadership and support to their team. Responsibilities: Onboard new clients and service existing clients. Demonstrate proficiency in sales and integrate the advice… more
- Gelfand Rennert & Feldman (Century City, CA)
- … business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 ... staff members deliver comprehensive financial services in the fields of music, motion pictures, television, sports, literature, and other creative and performing arts. Our firm has offices in Los Angeles, New York City, Nashville, San Rafael, Wilmington, and… more
- Moss Adams LLP (Sacramento, CA)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... stays + Motivated to meet client deadlines and provide excellent client service + Experience managing multiple client engagements + Creative problem solving and… more
- Robert Half Legal (Encino, CA)
- …the administration too. The Estate Planning Attorney will be designing plans for high - net - worth clients and designing and drafting irrevocable trusts such ... Description Full service law firm with 50+ attorneys seeks Estate...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. Robert… more
- Gelfand Rennert & Feldman (Century City, CA)
- … business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 ... staff members deliver comprehensive financial services in the fields of music, motion pictures, television, sports, literature, and other creative and performing arts. Our firm has offices in Los Angeles, New York City, Nashville, San Rafael, Wilmington, and… more
- Citigroup (San Francisco, CA)
- …is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. The position focuses on ... servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions. + Help support the senior members of the investment team in their delivery of investment… more