- Wells Fargo (San Francisco, CA)
- …* Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as part ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- City National Bank (San Francisco, CA)
- …management sales related issues, processes and activities. * Develop and retain personal trust and investment management business by maintaining professional and ... * Review and recommend acceptance or rejection of potential fiduciary responsibilities for the offices assigned. Analyze trust...been created and are implemented. * Manage the assigned Personal Trust staff in the assigned regions/offices.… more
- Columbia Bank (Los Angeles, CA)
- …strategies and goals. + Reports on the activities of the assigned office to senior management of the trust company. + Responsible for leadership and mentoring ... corporate culture in all actions and words. + Takes personal initiative and is a positive example for others... trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate… more
- CIBC (San Francisco, CA)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions ... to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary ) are integrated into day-to-day activities + Contribute to a strong… more
- Deloitte (Sacramento, CA)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research ... of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers...clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy,… more
- Stanford University (Stanford, CA)
- …the school's operational enterprise, the Chief Operations & Financial Officer serves as fiduciary for the Stanford GSB Business School Trust , which oversees a ... of more than 120 employees and works closely with senior leaders across Stanford University. This is an especially... Fiduciary & Investment Stewardship + Serve as fiduciary for the Stanford GSB Business School Trust… more
- CalSTRS (Sacramento, CA)
- …a senior leader establishing and maintaining strong internal controls, fiduciary standards, and risk management frameworks to ensure the accuracy, integrity, and ... may be available. In July 2025, the State of California implemented the Personal Leave Program 2025. This program reduces employees' monthly base pay in exchange… more
- City National Bank (Los Angeles, CA)
- … Fiduciary and private banking audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, security sales and trading, ... operates, particularly in areas where audit responsibilities are assigned. * Assists the Senior Auditor and or Audit Manager in the development of the audit scope.… more
- The County of Los Angeles (Los Angeles, CA)
- …Public Guardian and may also receive technical guidance and mentorship from a Senior Deputy Public Guardian or higher. Factors affecting allocation of positions in ... casework administration including management of estates, assets, trusts, associated fiduciary responsibilities, and decision-making authority. Essential Job Functions Learns… more