• Estate Officer - Fiduciary…

    Wells Fargo (Irvine, CA)
    …Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist focused on estate services within the Banking, Lending, and ... a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and… more
    Wells Fargo (08/22/25)
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  • Trust Portfolio Manager

    Columbia Bank (Walnut Creek, CA)
    …deliver persuasive presentations. + Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + ... Trust Portfolio Manager Wealth Management Walnut Creek, California...return on investment of assets under management and meet fiduciary objectives. + Proven ability to grow a book… more
    Columbia Bank (09/04/25)
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  • Senior Lead Fiduciary Specialist…

    Wells Fargo (San Francisco, CA)
    … accounts. + Administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic… more
    Wells Fargo (09/06/25)
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  • Special Needs Trust Manager…

    Wells Fargo (Pasadena, CA)
    …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic...this role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at… more
    Wells Fargo (08/29/25)
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  • Trust Market Manager

    Columbia Bank (Walnut Creek, CA)
    …trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and ... Trust Market Manager Wealth Management South Jordan, Utah...in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal communication… more
    Columbia Bank (09/04/25)
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  • Trust Advisor

    City National Bank (Irvine, CA)
    …and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is...opportunities in estate and personal trust accounts (testamentary and intervolves trusts), Charitable Trusts, Conservatorships,… more
    City National Bank (08/07/25)
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  • Attorney/Lawyer

    Robert Half Legal (Walnut Creek, CA)
    …in the East Bay. The ideal candidate will excel in handling complex estate -related disputes, including trust and probate litigation, conservatorship matters, and ... legal counsel, and contribute to achieving favorable outcomes in inheritance and fiduciary conflicts. Responsibilities: * Represent clients in trust and probate… more
    Robert Half Legal (08/14/25)
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  • Paralegal

    Robert Half Legal (Los Altos, CA)
    Description We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This ... thrives in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients,… more
    Robert Half Legal (09/05/25)
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  • Attorney/Lawyer

    Robert Half Legal (Napa, CA)
    …As a Trust Litigation Attorney, you will be handling a wide range of trust and estate litigation matters such as disputes over trust and ... administration, elder abuse, accounting and removal actions, breach of fiduciary duty, claims of undue influence, and contested conservatorships...school + Minimum of 5 years of experience in trust and estate litigation + Familiarity with… more
    Robert Half Legal (08/29/25)
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  • Private Client Advisor

    Columbia Bank (Sacramento, CA)
    …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain ... can only achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… more
    Columbia Bank (09/04/25)
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