- The Wagon Legacy (Brea, CA)
- …with onboarding new clients Qualifications: Spanish-speaking preferred Prior experience in estate planning, probate, or trust administration preferred Customer ... highly organized team member to provide administrative and client support in our growing estate planning law firm. This role is ideal for someone who takes ownership… more
- 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 & ... The ideal candidate will have three to five years of experience with estate planning and trust administration. Our Trust & Estate Practice is nationally… more
- Grant Thornton (San Francisco, CA)
- As a Real Estate & Construction Advisory Senior Associate , you will have the opportunity to grow and contribute to our global clients' business needs through all ... wide variety of industries, with a focus on real estate and construction. The work you will be doing...we believe in making business more personal and building trust into every result - for our clients and… more
- US Bank (San Francisco, CA)
- …representative functioning as the primary, daily contact between Wealth Management Trust , Banking, or Investment customers and US Bank. Working within delegated ... client contact and execution of standard departmental procedures. **Basic Qualifications:** + Associate degree, or equivalent work experience + Five or more years of… more
- Wells Fargo (San Diego, CA)
- …Individual Retirement Accounts (IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of Wealth ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- UMB Bank (Sacramento, CA)
- **Commercial Real Estate Underwriter II-Arizona Remote** This role is responsible for assisting UMB relationship managers in the assessment and underwriting of new ... SBCRE (Small Balance Commercial Real Estate ) managed investment loans (non-owner occupied CRE loans $1,000,000 to $5,000,000) in accordance with established… more
- Regions Bank (Pasadena, CA)
- …in depth about the role: + Support the onboarding process for commercial real estate loans + Ensure accuracy and completeness of loan documentation + Have working ... knowledge of key real estate loan documents: Promissory Notes, Loan Agreements, Deeds of Trust , and Title Policies. + High level of professionalism to deal with… more
- Columbia Bank (Los Angeles, CA)
- …experience in trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax ... Role:** In this role you will be responsible for directing the assigned trust office with the objective to achieve office goals, maximize growth and profitability… 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% ... partner and others have been promoted to more senior associate roles. What You'll Do: You'll advise fiduciaries and...on routine hearings, and prepare legal documents tied to estate and trust administration. Why This Role… 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...a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability… more
