- JPMorgan Chase (Palo Alto, CA)
- …Vice-President, Wealth Planner within JP Morgan Wealth Management, you will need a deep understanding of tax and trust & estate laws and must be able to ... field in the areas of both simple and sophisticated tax and trust & estate ...closely with Advisors without daily contact with a direct manager + Strong presentation skills in one-on-one and group… more
- Banc of California (Santa Ana, CA)
- …auditing standards. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; ... Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy… more
- Brookfield Properties (Riverside, CA)
- …all REA obligations and partnerships with adjacent property owners + Support the real estate tax team in developing proactive tax strategies + Support ... you to apply. Job Description Position Summary The General Manager inspires and leads the property team and collaborates...and be familiar with local market business and real estate trends + Develop favorable relationships with local officials,… more
- Banc of California (Camarillo, CA)
- …diligence and BSA documentation. + Works in tandem with the Relationship Manager to review and participate in negotiation of potentially complex legal documentation ... + If applicable will primarily support the Commercial Real Estate Relationship Managers with the management of the Commercial...+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …wealth management plans + Coordinate across disciplines including investment management, estate planning, tax strategy, risk management, and general financial ... firm's value proposition to prospective clients and build long-term trust + Develop relationships with centers of influence (eg,...services or wealth management firm + Deep expertise in estate , tax , retirement, insurance, investment, and cash… more
- Bank of America (San Francisco, CA)
- …relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access ... to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly...planning experience for UHNW families and individuals + Strong Tax , legal research and writing skills + Series 7… more
- JPMorgan Chase (Los Angeles, CA)
- …to better serve their needs + Engage with clients in financial planning, basic tax , trust and estate planning, retirement, educational, and philanthropic ... general investment matters and asset allocation, working knowledge of credit and applicable trust and estate planning issues + Strong self-motivator and who can… more
- Banc of California (San Luis Obispo, CA)
- …+ Confirms and coordinates insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected in a timely ... as the Certificate of Good Standing, Statement of Information, trust certification for applicable parties. + Prepare lenders instruction...not limited to filing of UCC1 and ordering of Tax Service Contracts. + Perform all post-closing follow up… more
- Banc of California (Santa Ana, CA)
- …requires strong collaboration with Accounting leadership, FP&A, Treasury, Corporate Real Estate , and Enterprise Project Management. Performs all duties in accordance ... + Partner cross-functionally with Treasury, FP&A, Enterprise Risk, Corporate Real Estate and Business Operations to support business knowledge transfer, strategic… more
- Banc of California (Los Angeles, CA)
- …directives. + Performs hardware asset audit tasks as directed by IT Support Manager and IT Asset Management team. + Contributes to special projects and tasks ... other departments. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values;… more