- Wells Fargo (Walnut Creek, CA)
- **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and ... aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty… more
- Columbia Bank (Los Angeles, CA)
- …experience in trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax ... role you will be responsible for directing the assigned trust office with the objective to achieve office goals,...manner consistent with the values and interests of Columbia Trust Company. The Trust Market Manager has… more
- BMO Financial Group (San Francisco, CA)
- …experience. This is a senior-level role requiring in depth knowledge of trust administration, estate planning concepts, and fiduciary principles, along with ... serve as the primary relationship manager, to provide expert fiduciary administration for an existing portfolio of trust... fiduciary administration for an existing portfolio of trust and investment management accounts. * Ensure that all… more
- US Bank (Los Angeles, CA)
- … administration, investment services, or account management. + Strong knowledge of fiduciary law, trust accounting, investment products, and compliance (AML/KYC, ... Opening Manager leads the team responsible for account opening new accounts trust , investment, and banking platforms and legal reviews. This role requires… more
- Columbia Bank (San Diego, CA)
- …persuasive presentations. + Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + Demonstrates ... **About the Role:** A Trust Portfolio Manager provides expertise in the management...return on investment of assets under management and meet fiduciary objectives. + Proven ability to grow a book… more
- City National Bank (San Francisco, CA)
- … trust . * Review and recommend acceptance or rejection of potential fiduciary responsibilities for the offices assigned. Analyze trust instruments to ... *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY?... Administration Committee regarding situations requiring the use of fiduciary discretion. Review and submit proposals for consideration and… more
- Wells Fargo (San Francisco, CA)
- …this role:** Wells Fargo is seeking a senior attorney to support the Trust Services business within its Wealth and Investment Management (WIM) business. The ... successful candidate will focus on general fiduciary activities, investment management, philanthropic trusts, and dispute resolution. **In this role, you will:** +… more
- Intuit (Mountain View, CA)
- …Product teams to ensure all products are built with the accountant's workflow, fiduciary duty, and trust concerns top-of-mind.** + **Influence Product Roadmap:** ... experience, specifically driving buy-path conversion improvement.** + **Friction Reduction & Trust :** **Successfully champion the Voice of the Accountant (VOA) to… more
- City National Bank (Los Angeles, CA)
- …position, responsible for supporting the asset management and administration of Trust Real Estate, Closely Held Businesses, and Mineral/Oil/Gas interests held in ... fiduciary accounts. Under general guidance from the SWA team,...account openings and closings. * Provide customer service to trust clients, businesses and professionals, as well as, administrative… more
- Stanford University (Stanford, CA)
- …the school's operational enterprise, the Chief Operations & Financial Officer serves as fiduciary for the Stanford GSB Business School Trust , which oversees a ... Fiduciary & Investment Stewardship + Serve as fiduciary for the Stanford GSB Business School Trust... fiduciary for the Stanford GSB Business School Trust , ensuring its investments, programs and distributions advance the… more