- City National Bank (Los Angeles, CA)
- …integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning , and brokerage. Manages overall ... and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth… more
- City National Bank (Los Angeles, CA)
- …financial services and advice to clients including: banking, credit, asset management, trust and estate planning . Manages overall relationship profitability, ... relationships * Demonstrate market knowledge and competence to cultivate strong trust and partnerships within the companies serviced by Commercial and Specialty… 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, ... beneficiaries, attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a geographic location… more
- Robert Half Legal (San Francisco, CA)
- Description Our client is looking for an experienced Estate Planning + Tax Attorney to join their team in San Francisco, California, 94105, United States. In ... administration, probate matters, and resolving disputes within the estate planning framework. Responsibilities * Develop and...disputes. * Experience advising clients on tax strategies for trust and estate matters. * Solid grasp… more
- Robert Half Legal (Napa, CA)
- …in a collaborative, client-focused environment. Key Responsibilities: + Advise clients on estate planning and trust administration matters, including ... law school. + Active bar membership and in good standing. + 4+ years of estate planning and trust administration experience in a law firm. + Experience with… more
- Sacramento Municipal Utility District (Sacramento, CA)
- Title: Director Safety, Environmental & Real Estate Services Department: Safety, Environmental & Real Estate Services Location: Sacramento, CA, US, 95817-1899 ... is pleased to announce the pursuit of our next Director, Safety, Environmental & Real Estate Services. We are seeking a strong leader who has a proven track record… more
- Fox Rothschild LLP (San Francisco, CA)
- …corporate, litigation, bankruptcy, labor & employment, tax, real estate , estate planning , estate administration, trust planning , trust ... administration, and intellectual property matters) and define relationships within the conflicts-of-interest system. + Determine when it is appropriate and/or necessary to escalate an issue to the Conflicts Counsel, or the General Counsel's Office.… 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...+ Run client engagements from start to finish, including planning , organizing, conducting, directing, and completing projects and services… more
- 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 ... collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries,… more
- Oracle (Sacramento, CA)
- …Cloud ERP because we connect thousands of companies with enterprise products they can trust . This is your opportunity to use your experience with ERP/ERM/CX Sales & ... + Manage sales through forecasting, account resource allocation, account strategy, and planning + Provide insight on finance solutions linked to Oracle's product… more