- City National Bank (Los Angeles, CA)
- …Key areas of focus and involvement include: Personal and Employee Benefit Trust Administration , Retirement and Custody Services, Specialty Wealth Assets, ... reports and demonstrated ability to develop people * Certified Trust Compliance Professional (CTCP) Or * Certified Fiduciary &...and business management. * Ability to exhibit integrity and trust , and leadership skills needed to convey ideas and… more
- Robert Half Legal (Sacramento, CA)
- …- 5+ years of experience working as a paralegal within estate planning and trust administration - Strong problem solving and analytical skills - Strong know-how ... writing and negotiating, planning and organizing - Command of Probate & Estate Administration - Experience with Estate Tax Return - Strong familiarity with Probate… more
- Robert Half Legal (Encino, CA)
- …trusts, and grantor retained annuity trusts, as well as experience in complex trust administration . All levels for this estate planning attorney will be ... Estate Planning Attorney will drafting estate planning documents and handle the administration too. The Estate Planning Attorney will be designing plans for… more
- Robert Half Legal (San Mateo, CA)
- Description We are looking for an experienced Attorney specializing in estate planning, trust , and probate administration to join our dedicated team in San ... estate planning documents tailored to client needs. * Manage trust and probate administration cases from inception to resolution, ensuring compliance with legal… more
- City National Bank (Los Angeles, CA)
- …controls for the Wealth Management platform: Personal and Employee Benefit Trust Administration , Retirement and Custody Services, Specialty Wealth Assets, ... Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's Capital Markets, Registered and Unregistered Fund Vehicles, Support Functions (Operations, Compliance, Risk). Additionally, the position is responsible for maintaining and executing… more
- US Bank (Sacramento, CA)
- …facilitating the delivery of strategies and capabilities including portfolio management, trust administration , investment advisory and insurance. WMAs partner ... with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios. WMAs advise clients using US Bank's Asset Management Group (AMG) or US Bancorp… more
- US Bank (San Diego County, CA)
- …Facilitate the delivery of strategies and capabilities including portfolio management, trust administration , investment advisory, and insurance + Deliver ... economic and market views, investment strategy, manager/fund/security research, and due diligence + Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation + Refer and partner with other… more
- CIBC (San Francisco, CA)
- …Online **Who you are** + Bachelor's degree and/or 3-10 years' experience in trust and account administration and/or investments + Experience in personal tax, ... for all CIBC stakeholders is driven by a business culture based on common values: Trust , Teamwork and Accountability. Working with CIBC makes you a part of a work… more
- Amazon (Sunnyvale, CA)
- Description Devices & Services Trust , Privacy and Accessibility (TPA) organization is responsible for maintaining and raising the trust bar for Amazon customers ... services for builders and customer-facing capabilities that provides customers to address trust needs of our global customers and to ensure compliance. The DSTPA… more
- Umpqua Bank (San Diego, CA)
- Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem, Oregon Greenwood Village, Colorado Phoenix, Oregon San Diego, ... can only achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… more