- Wells Fargo (San Francisco, CA)
- …(IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of Wealth and Investment Management. ... 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
- Robert Half Legal (Stockton, CA)
- …Probate * Probate Litigation * Probate & Estate Administration * Probate Law * Tax - Fiduciary - Trust & Estate * Tax - Trust & Estate * Trusts ... in probate litigation and probate law * Experience in tax law, specifically fiduciary , trust and estate * Excellent written and verbal communication skills *… more
- Umpqua Bank (San Diego, CA)
- …deliver persuasive presentations. + Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + ... Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise,...return on investment of assets under management and meet fiduciary objectives. + Proven ability to grow a book… more
- Robert Half Legal (San Jose, CA)
- …and estate administration processes. * Strong understanding of tax laws related to fiduciary , trust , and estate matters. * Ability to prepare and review ... this role, you will focus on providing legal counsel and support in estate planning, probate, trust administration, and estate and gift tax matters. You will… more
- Wells Fargo (San Francisco, CA)
- …**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 Senior Lead Fiduciary Advisory Specialist - Estate Services Working… more
- Bank of America (Newport Beach, CA)
- …and estate planning experience + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning ... with wealth planning needs, and managing risk. **Responsibilities:** + Provides fiduciary administration support including the review of trust instruments,… more
- Bank of America (Los Angeles, CA)
- … fiduciary issues, responsible for publication of Practical Drafting, quarterly estate planning/tax and fiduciary technical publication, provide line support ... Qualifications** In depth knowledge of the following areas: general fiduciary law and principles, trust and wealth...other external partners + Technical expertise in areas of estate planning, tax, regulatory, legal and compliance + Strong… more
- Wells Fargo (Long Beach, CA)
- …and ultra-high-net-worth individuals and families. WIM is also a leading provider of trust , investment, and fiduciary services, including personal trust ... other planned giving vehicles. + Analyze and apply state-specific fiduciary and trust law requirements across a...and a Philanthropic Administrator can be assigned-e.g., when an estate will fund a new charitable trust … more
- Gelfand Rennert & Feldman (Encino, CA)
- …Responsibilities + Prepare and review individual, corporate (S corp and C corp), partnership, estate , trust , fiduciary , and exempt organization tax returns + ... 4+ years in preparation and/or review of individual, corporate, partnership, and trust tax returns for preferably entertainment and HNW individuals + Bachelor's… more
- Gelfand Rennert & Feldman (Los Angeles, CA)
- …Primary Responsibilities + Prepare individual, corporate (S corp and C corp), partnership, estate , trust , fiduciary , and exempt organization tax returns + ... + 1+ years in preparation and/or review of individual, corporate, partnership, and trust tax returns + Bachelor's degree is required + Proficiency at Microsoft… more