- Robert Half Legal (Pasadena, CA)
- …an experienced attorney to join a well-established firm in Pasadena, California, specializing in estate planning and trust administration. In this role, you ... in the state of California. * Minimum of 3 years of experience in estate planning , probate, and trust administration. * Strong expertise in handling cases… more
- Columbia Bank (Santa Barbara, 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 Columbia 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
- Wells Fargo (Pasadena, CA)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank...held asset management. * Real estate and loan asset management. * Oil, gas and… more
- Columbia Bank (Los Angeles, CA)
- …years'involvement in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal ... trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate ...of trust administration, fiduciary law and federal estate and state tax requirements and issues,required + 10+… more
- Robert Half Legal (Mountain View, CA)
- …aligning with their financial objectives. This position requires exceptional expertise in estate planning , tax strategies, and wealth management to deliver ... and knowledgeable team. * Maintain expertise in tax implications, estate planning , and succession strategies to inform...licensure as an attorney with a strong background in trust and estate law. * Comprehensive understanding… more
- Comerica (San Francisco, CA)
- …a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and ... client experience with a robust platform of investments, credit, trust and planning solutions. We offer a competitive compensation and benefits package… more
- Rady Children's Hospital San Diego (San Diego, CA)
- …Reporting to the Regional Presidents of Rady Children's Health, the VP Campus Planning provides an executive vision by partnering with all stakeholders (real ... estate , facilities, patient services, finance, human resources, support services,...of the Enterprise-Wide Master Plan building projects. Leads project planning and implementation efforts including but not limited to… more
- CoStar Realty Information, Inc. (San Francisco, CA)
- …(NASDAQ: CSGP) is a leading global provider of commercial and residential real estate information, analytics, and online marketplaces. Included in the S&P 500 Index ... 100, CoStar Group is on a mission to digitize the world's real estate , empowering all people to discover properties, insights and connections that improve their… more