- Banc of California (San Diego, CA)
- …WE WIN(R) **THE OPPORTUNITY** Act as a managing officer for real estate portfolio. Initiate and maintain customer contact, maintain awareness of loan portfolio ... A DIFFERENCE** + Initiate and maintain contact with new and existing real estate customers. + Obtain necessary financial and operating data, underwrite and analyze… more
- Umpqua Bank (San Diego, CA)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame, acquire, and ... to a broad knowledge of wealth management principles and estate planning strategies. + Demonstrates compliance with... and taxation. + Extensive knowledge of Umpqua Banking, Trust Services, Taxation planning , Asset Allocation concepts… more
- Robert Half Legal (Roseville, CA)
- Description Reputable estate planning firm is seeking an experienced trust administration paralegal to join their team. This position is full-time in the ... * Handle the preparation and drafting of various legal documents related to estate planning * Coordinate and manage the probate and estate administration… more
- Robert Half Legal (Sacramento, CA)
- …of case tasks Requirements - 5+ years of experience working as a paralegal within estate planning and trust administration - Strong problem solving and ... Tax Return - Strong familiarity with Probate Law - Comprehensive knowledge of estate planning - Power of attorney forms experience - Strong verbal and written… more
- US Bank (San Diego, CA)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame, acquire and ... their financial objectives. Our teams advise clients holistically on wealth and estate planning , investments, banking, credit, insurance, charitable giving and… more
- Robert Half Legal (Los Altos, CA)
- Description A well-established estate planning and trust administration practice near San Jose has an immediate opening for a full-time Probate Litigation ... paralegal who is well versed in all aspects of probates, trust litigation and conservatorships. Our paralegals work closely with attorneys, clients, professional… more
- Comerica (San Diego, CA)
- …a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and ... or personal finances, family relationships, investment objectives and financial planning ; listen, profile, gather information to assess client needs, biases… more
- Robert Half Finance & Accounting (Walnut, CA)
- …and track cash flow for trust -related financial activities. * Assist with estate planning and monitor investments across various entities and partnerships. * ... you will oversee financial processes related to private equity investments and estate planning , ensuring compliance, accuracy, and timely reporting. This… more
- City National Bank (Los Angeles, CA)
- …Operate as main point of contact for all aspects of probate and non-probate estate and trust matters assigned by National Manager. Driver of settlement process, ... level and team level reporting duties. Administer closing process for all estate and personal trust accounts including testamentary and intervivos trusts,… more
- Cherry Bekaert (Sacramento, CA)
- …Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer an opportunity to work with a team of experts ... Fund Applications, other Government and Philanthropic funding applications, strategic planning services for community development entities and projects, NMTC… more