- Robert Half Legal (San Francisco, CA)
- Description Our client is seeking a proactive and detail-oriented Trust Administration Paralegal to join their San Francisco law firm team on an ongoing contract ... This role is ideal for someone with a strong background in trust administration who also has experience supporting estate planning matters. Key Responsibilities:… more
- 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
- City National Bank (Irvine, CA)
- …National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration , investment management, and planning opportunities in estate ... Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust or investment business.… 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
- Robert Half Legal (San Diego, CA)
- …have California based legal experience. Responsibilities: + Draft and prepare trust administration documents, primarily around guardianships and conservatorships ... and estate law + Strong knowledge of probate, estate planning, and trust administration procedures + Proficiency in Clio a plus + Exceptional organizational… 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
- Robert Half Legal (Orinda, CA)
- …role, you will play a vital part in assisting attorneys with estate planning, trust administration , and litigation matters. This position requires a high level ... discovery processes and preparing case files. * Coordinate and manage trust administration tasks, ensuring compliance with legal requirements. * Serve as a… 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
- Zions Bancorporation (Los Angeles, CA)
- …of accounts, etc. **Qualifications:** + Bachelor's degree and some years of banking, trust administration or other directly related experience. + A combination ... candidates will have these skills and experience** **:** + Responsible for complete administration of assigned corporate trust and/or agency accounts. + Reviews… more
- Robert Half Legal (San Ramon, CA)
- …provide expert guidance to high-net-worth clients, focusing on estate planning, trust administration , and business succession strategies. The ideal candidate ... and integrity. Responsibilities: * Provide strategic advice on estate planning, trust administration , and succession planning for high-net-worth individuals. *… more