- Comerica (Palo Alto, CA)
- Job Description Alliance Trust Business Development OfficerThe Alliance Trust Business Development Officer (BDO) III role will be responsible for developing, ... and executing a calling and sales campaign for an assigned territory, encompassing all Trust products offered by Comerica. The role will be the entrepreneur of their… more
- Bank of America (Los Angeles, CA)
- …Bank fiduciary accounts. In-depth knowledge of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal ... Management firm or Trust Company + Experience working with trust officers/ fiduciary specialists and making fiduciary related risk-reward decisions +… more
- Bank of America (Los Angeles, CA)
- …Solving **Desired Qualifications** In depth knowledge of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and ... employed by a Bank, Private Wealth Management firm or Trust Company performing a legal, risk or fiduciary line of business function + Experience working with … more
- Wells Fargo (Long Beach, CA)
- …and ultra-high-net-worth individuals and families. WIM is also a leading provider of trust , investment, and fiduciary services, including personal trust ... and other planned giving vehicles. + Analyze and apply state-specific fiduciary and trust law requirements across a nationwide footprint and advise internal… more
- Wells Fargo (San Francisco, CA)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... Individual Retirement Accounts (IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of Wealth and… more
- Bank of America (Newport Beach, CA)
- …with wealth planning needs, and managing risk. **Responsibilities:** + Provides fiduciary administration support including the review of trust instruments, ... and estate planning experience + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning + Knowledge of… more
- Robert Half Accountemps (Grass Valley, CA)
- …with legal and regulatory standards. The ideal candidate will have experience in trust or fiduciary accounting, strong organizational skills, and a commitment to ... Description Job Title: Part-Time Trust Accountant Location: Grass Valley, CA Schedule: 16...Summary: We are seeking a detail-oriented and reliable Part-Time Trust Accountant to manage and maintain trust … more
- Umpqua Bank (Walnut Creek, CA)
- …experience in trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax ... Trust Market Manager Wealth Management South Jordan, Utah...achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships,… more
- Gelfand Rennert & Feldman (Encino, CA)
- …Prepare and review individual, corporate (S corp and C corp), partnership, estate, trust , fiduciary , and exempt organization tax returns + Review General Ledger ... 4+ years in preparation and/or review of individual, corporate, partnership, and trust tax returns for preferably entertainment and HNW individuals + Bachelor's… more
- Gelfand Rennert & Feldman (Los Angeles, CA)
- …Responsibilities + Prepare individual, corporate (S corp and C corp), partnership, estate, trust , fiduciary , and exempt organization tax returns + Review General ... + 1+ years in preparation and/or review of individual, corporate, partnership, and trust tax returns + Bachelor's degree is required + Proficiency at Microsoft… more