- ABM Industries (Irvine, CA)
- …+ **Relationship Building:** Develop and maintain strong business partnerships to gain client trust , meet objectives, and deliver value-added solutions. + ... Own the strategic selling process, communicate value propositions, and resolve client issues. Orchestrate the sales process, including implementation and transition… more
- City National Bank (Irvine, CA)
- TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to avail COIs, bank clients, and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary ... solutions; current trust administration, investment management, and planning opportunities in estate...colleagues to develop investment strategies. * Oversee distribution of client 's assets upon termination of accounts. * Respond to… more
- Deloitte (Los Angeles, CA)
- …risk stakeholders (CIO, CRO, CISOs and direct reports). + Building solid, trust -based relationships with client stakeholders. + Developing quality and meaningful ... security services in the following areas based on the client 's immediate and long-term needs. By coupling our business...programs ranging from keeping the lights on for the client 's environment (eg upgrades, access help desk) to full-service… more
- Wells Fargo (Irvine, CA)
- …a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework. +… more
- Robert Half Legal (San Diego, CA)
- Description We are looking for an experienced Trust and Estate Paralegal to join a firm on a contract basis in San Diego, California. This is a part-time, remote ... California based legal experience. Responsibilities: + Draft and prepare trust administration documents, primarily around guardianships and conservatorships + Assist… more
- Principal Financial Group (Bakersfield, CA)
- **What You'll Do** In our Institutional Trust and Custody Customer Care team, the role of **Relationship Manager -** **Principal Custody Solutions** develops lasting ... plan operations/financial reporting. + Identify opportunities to expand your client relationships by identifyingadditional products/services to help our clients… more
- Robert Half Legal (San Ramon, CA)
- Description We are looking for an experienced Trust and Estate Of Counsel to join our team in San Ramon, California. In this role, you will provide expert guidance ... to high-net-worth clients, focusing on estate planning, trust administration, and business succession strategies. The ideal candidate will be passionate about… more
- Enterprise Bank & Trust (Los Angeles, CA)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... Banking Unit by building and developing new and expanded client relationships. Consults with customers and prospects about their...and needs and identifies and promotes Enterprise Bank & Trust products and services to best meet those needs.… more
- Enterprise Bank & Trust (Cerritos, CA)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... that develops and manages new commercial deposit and loan accounts and client relationships while enhancing existing relationships. To achieve this, it is expected… 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 with ... execution of estate plans * Maintain accurate and up-to-date client records and files * Address client ...up-to-date client records and files * Address client inquiries and concerns promptly and professionally * Monitor… more