- 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
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate - Multi-Gen Family Office San Francisco | Hybrid | $100-130K + Bonus Jennifer Fukumae with Robert Half is partnering with ... in San Francisco to hire a Senior Client Service Associate . This is an opportunity to join a firm...truly makes a difference. If you thrive in a high- trust , relationship-driven environment and love being the person clients… more