- Fox Rothschild LLP (Los Angeles, CA)
- Trust & Estate Associate - Los Angeles, CA; San Francisco, CA **Description:** Fox Rothschild LLP has an opening in multiple offices for a Trust & Estate ... The ideal candidate will have three to five years of experience with estate planning and trust administration. Our Trust & Estate Practice is nationally… more
- City National Bank (San Francisco, CA)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a geographic location with a team… more
- City National Bank (Los Angeles, CA)
- …Officer position, responsible for supporting the asset management and administration of Trust Real Estate , Closely Held Businesses, and Mineral/Oil/Gas interests ... account openings and closings. * Provide customer service to trust clients, businesses and professionals, as well as, administrative...* Minimum 5 years of experience in a real estate industry Or * Minimum 5 years of experience… more
- Wells Fargo (San Diego, CA)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... Retirement Accounts (IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate... Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of Wealth and Investment Management.… more
- BMO Financial Group (Los Angeles, CA)
- …experience. This is a senior-level role requiring in depth knowledge of trust administration, estate planning concepts, and fiduciary principles, along with ... planning needs. + Work collaboratively with internal colleagues from Investments, WM Legal, Trust Real Estate & Special Assets, and Trust Tax to address risk… 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% ... in court on routine hearings, and prepare legal documents tied to estate and trust administration. Why This Role Stands Out: + Remote flexibility (must reside… more
- Columbia Bank (San Diego, CA)
- …persuasive presentations. + Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + Demonstrates ... **About the Role:** A Trust Portfolio Manager provides expertise in the management... Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that… more
- JPMorgan Chase (San Francisco, CA)
- …JP Morgan Wealth Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex information in a simple, ... field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate… more
- JPMorgan Chase (Palo Alto, CA)
- …Planner within JP Morgan Wealth Management, you will need a deep understanding of tax and trust & estate laws and must be able to communicate that knowledge in a ... field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate… more
- Robert Half Legal (Los Altos, CA)
- …organize case files and client records + Conduct legal research relevant to probate, trust , and estate law + Assist attorneys with the preparation of ... and legal staff in all aspects of probate and estate administration and have the chance to grow their...and more) + Prepare and file documents related to estate administration, guardianships, and conservatorships + Manage deadlines and… more