- Robert Half Legal (Los Angeles, CA)
- …on probate matters is seeking an attorney with 1+ years of experience in probate, trust administration , or estate planning. This role can be hybrid or 100% ... court on routine hearings, and prepare legal documents tied to estate and trust administration . Why This Role Stands Out: + Remote flexibility (must reside in… more
- Robert Half Legal (Roseville, CA)
- Description Reputable estate planning firm is seeking an experienced trust administration paralegal to join their team. This position is full-time in the office ... planning * Coordinate and manage the probate and estate administration process * Perform legal research and analysis on...relevant laws and regulations pertaining to estate planning and administration * Collaborate with the legal team to ensure… more
- Umpqua Bank (Walnut Creek, CA)
- …to prospective clients,required + 10+ years'successful sales/client service experience in trust administration ,required + 10+ years'thorough understanding of ... guidance of the Trust Regional Director or Trust President. + Directly responsible for the administration...trust administration , fiduciary law and federal estate and state tax… more
- Bank of America (Newport Beach, CA)
- …clients and prospects **Required Qualifications:** + Minimum of five years of trust administration and estate planning experience + Technical expertise in ... the areas of trust administration , fiduciary law, and estate and wealth transfer planning + Knowledge of and adherence to compliance with policies, procedures,… more
- TIAA (Redwood City, CA)
- …and enhancement of operations and accounting systems, including tax, billing, payment, trust administration , portfolio accounting, and trust accounting ... ** Trust Operations Principal Kaspick** The Trust ...supports all other business units including Trading, Reporting, Gift Administration , Pooled Fund Administration , Transitions, and Tax.… more
- Robert Half Legal (San Marino, CA)
- …of professionalism in managing confidential information. * Prior experience in trust administration , financial planning, case management, or government public ... Description The Trust Advisor is responsible for managing and administering...environment. Qualifications * Bachelor's degree in social work, business administration , paralegal studies, or a related field. * 10+… more
- UMB Bank (Sacramento, CA)
- …Corporate Trust Compliance Specialist is exposed to all facets of Corporate Trust Administration and is responsible for applying all the concepts that govern ... UMB's Corporate Trust Compliance team supports the Corporate Trust group by performing account review, monitoring and ensuring compliance with regulations, and… more
- Comerica (Palo Alto, CA)
- …Qualifications + Bachelor's degree from an accredited university + 8 years of experience in Trust Sales or Trust Administration + 5 years of sales experience ... Job Description Alliance Trust Business Development OfficerThe Alliance Trust Business Development Officer (BDO) III role will be responsible for developing,… more
- Robert Half Legal (Los Angeles, CA)
- …[at] RobertHalf [dot] [com] Requirements + 5+ years of estate planning, probate administration or trust administration experience + bachelor's degree OR ... * Direct dealings with financial institutions to collect estate assets * Handle administration of decedent's assets with the ability to resolve obstacles * Oversee… more
- Wells Fargo (San Francisco, CA)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank...requires a broad base of fiduciary knowledge, including estate administration , post-mortem planning, gift tax strategies, income tax strategies… more
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