- 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 (Irvine, CA)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... experience and education. **Desired Qualifications:** + Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement… 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
- Robert Half Legal (Pasadena, CA)
- …to join a well-established firm in Pasadena, California, specializing in estate planning and trust administration . In this role, you will manage trust ... dedicated to achieving work-life balance. Responsibilities: * Oversee all aspects of trust administration cases, ensuring thorough and efficient case management.… more
- Robert Half Legal (Los Altos, CA)
- …looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This position requires a ... collaborative environment and possesses expertise in all aspects of trust and estate administration . You will work...in all aspects of trust and estate administration . You will work closely with attorneys, clients, fiduciaries,… more
- Robert Half Legal (Los Altos, CA)
- …such as wills, trusts, powers of attorney, and healthcare directives. * Manage trust administration processes and oversee probate cases while ensuring compliance ... our team in Los Altos, California. The ideal candidate will specialize in trust and estate planning, probate administration , and estate tax strategies, providing… more
- CIBC (Newport Beach, CA)
- …growth field. + You have demonstrated knowledge of credit, lending, investment strategy, trust administration and wealth management solutions. + You put our ... which includes Private Banking Loans, Deposits and Assets under Management & Administration . + Individual will be the lead overall strategy of the relationship,… more
- M&T Bank (Costa Mesa, CA)
- **Overview:** Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional ... complex clients. Serves as point of contact for client regarding daily administration . Maintains daily contact with clients to address general inquiries and/or… more
- PNC (Los Angeles, CA)
- …financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. The AMG Development ... solutions and strategies, including lending, investment management, estate/retirement planning and trust administration . PNC Private Bank takes a team approach… more
- PNC (Los Angeles, CA)
- …financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG draws individuals ... solutions and strategies, including lending, investment management, estate/retirement planning and trust administration . PNC Private Bank takes a team approach… more