- BMO Financial Group (Los Angeles, CA)
- **We are hiring for our Fiduciary Administration Legal Team in California. Our team reviews new fiduciary business opportunities, advises on legal issues arising ... from day-to-day fiduciary operations, and provides guidance on policies and procedures....and procedures. You will have the opportunity to advise senior leaders on risk and legal issues arising out… more
- 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
- M&T Bank (Los Angeles, CA)
- …firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and ... ensure client goals and objectives are achieved. + Adhere to applicable compliance /operational risk controls in accordance with Company or regulatory standards and… more
- Zurich NA (San Francisco, CA)
- …well-prepared purpose. + Mentor team members. This role will be filled at either the Senior or AVP Level. The hiring manager will determine the appropriate level ... Senior Management Liability Underwriter 125890 Zurich is currently...Financial Lines Products (Directors and Officers, Employment Practices Liability, Fiduciary Liability and Crime Insurance) for private, nonprofit companies.… more
- City National Bank (Los Angeles, CA)
- …AUDIT MANAGER - WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... managing direct reports and demonstrated ability to develop people * Certified Trust Compliance Professional (CTCP) Or * Certified Fiduciary & Investment Risk… more
- Umpqua Bank (Walnut Creek, CA)
- Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado Walnut Creek, California **Description** **About Us:** At Umpqua, we create a ... and interests of Columbia Trust Company. The Trust Market Manager has responsibility for themanagement of the trust administrative...Reports on the activities of the assigned office to senior management of the trust company. + Responsible for… more
- Zions Bancorporation (Irvine, CA)
- …Bankers + Private Bankers + Commercial Bankers **_Responsibilities:_** + Serves as senior market leader with respect to the wealth advisory services business, ... all clients/prospects and working with other wealth professionals (portfolio managers, fiduciary officers, and wealth planners) on client relationships. + Ensure … more
- Robert Half Finance & Accounting (Modesto, CA)
- Description Key Responsibilities: Manage and review individual, corporate, partnership, and fiduciary tax returns Oversee tax planning and compliance for a ... work prepared by staff and seniors, ensuring accuracy and compliance with tax laws Mentor and train staff accountants...with tax laws Mentor and train staff accountants and senior tax associates Coordinate and manage multiple engagements and… more
- 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 ... This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with tax...* Minimum of 3 years of experience in individual, fiduciary , and entity tax compliance and related… more
- City National Bank (Los Angeles, CA)
- …National operates, particularly in areas where audit responsibilities are assigned. * Assists the Senior Auditor and or Audit Manager in the development of the ... data/information and documents audit findings and the conclusions drawn. * Keeps the Senior Auditor and/or Audit Manager abreast of progress, issues and audit… more