- Robert Half Legal (San Francisco, CA)
- …their team in San Francisco, California. This role is primarily involved in the field of estate planning and will require the individual to have a keen eye for ... Legal Secretary will be responsible for assisting in drafting and editing estate planning documents, managing databases, and carrying out various administrative… more
- Anywhere Real Estate (Santa Cruz, CA)
- …representative, you're the face of our office in the community, meeting with real estate agents and others to promote our title and closing services and earn their ... local developments. You sell our services by gaining their trust to build enduring relationships that go beyond business....finding new ways to meet and engage with agents; planning after-hours events and get-togethers that are both entertaining… more
- City National Bank (Los Angeles, CA)
- …OPPORTUNITY? Responsible for the preparation of loan documents for commercial real estate and/or commercial construction loans, including new real estate ... time upon receipt of a draft RELAR/PCMF and credit memo. * Prepare real estate loan documents (ie, loan agreements, financing statements, notes, trust deeds,… more
- Umpqua Bank (Newport Beach, CA)
- …complex client financial needs. This position requires expertise in simple to intermediate estate planning , tax planning and advanced investment management. ... and portfolio management, private banking, and wealth management skills. + Intermediate estate planning , tax, advanced investment management skills. + CFP, CIMA,… more
- CBRE (Los Angeles, CA)
- …Represent the Americas region in global initiatives, working groups, and strategic planning efforts within the Global Trust & Investigations function. ... and manage our Americas Investigations Team within the Global Trust & Investigations function. The team is responsible for...become part of the global leader in commercial real estate services and investment that helps businesses and people… more
- Zions Bancorporation (San Diego, CA)
- …individuals, families, and businesses. These services include personalized investment strategies, financial planning , estate and tax planning , succession ... needs of the bank's clients. Primary responsibilities will include financial planning , investment management, insurance, trust services, making presentations,… more
- Brookfield Properties (Riverside, CA)
- …categories/brands and be familiar with local market business and real estate trends + Develop favorable relationships with local officials, government leaders, ... obligations and partnerships with adjacent property owners + Support the real estate tax team in developing proactive tax strategies + Support corporate… more
- Deloitte (Los Angeles, CA)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Amazon (San Francisco, CA)
- …manage utility interactions, collaborate with internal stakeholders including engineering, real estate , and planning teams, and manage relationships with ... works and substation delivery. * Collaborate with internal stakeholders including Planning , Real Estate , Design, Procurement, Construction, Operations, Finance,… more
- Banc of California (Anaheim, CA)
- …perform analysis, due diligence, and underwriting of proposed commercial real estate loan requests. Review initial borrower submissions, perform analysis of ... working capital lines of credit and term loans to business, plus owner-occupied real estate loans. + Combine this analysis with a detailed analysis of a borrower(s)… more