- Robert Half Legal (Walnut Creek, CA)
- …legal counsel, and contribute to achieving favorable outcomes in inheritance and fiduciary conflicts. Responsibilities: * Represent clients in trust and probate ... ideal candidate will excel in handling complex estate-related disputes, including trust and probate litigation, conservatorship matters, and contested wills. This… more
- TIAA (Redwood City, CA)
- …arrangements. The job consults with relationship managers, client account managers, trust administrators, other associates, members of management, client staff, and ... responds to staff questions in areas such as state fiduciary law, state and federal tax law, and state...on specific client accounts. + Reviews and digests existing trust documents accepted by client institutions for administration and… more
- Lincoln Financial (Sacramento, CA)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... regulations. * Experience working with or participating in investment or fiduciary committees is preferred. * Strong analytical, project management, and… more
- Robert Half Legal (Los Altos, CA)
- …for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This position requires a motivated ... in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries,… more
- Umpqua Bank (Sacramento, CA)
- …can only achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are ... the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles. Initially,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …impact in clients' lives. The firm is built on a foundation of trust , simplicity, and excellence. Advisors work closely with clients to deliver holistic financial ... + Maintain accurate client records and ensure compliance with fiduciary standards. + Participate in strategic initiatives across planning,...+ Be part of a mission-driven team that values trust , simplicity, and service excellence. + Work in a… more
- City National Bank (Los Angeles, CA)
- …process audits to assess the adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate, employee benefit, and personal ... trust relationships, propriety mutual funds, security sales and trading,...in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange… more
- PNC (Los Angeles, CA)
- …financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG draws individuals who ... solutions and strategies, including lending, investment management, estate/retirement planning and trust administration. PNC Private Bank takes a team approach to… more
- CIBC (San Francisco, CA)
- …to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary ) are integrated into day-to-day activities + Contribute to a strong ... are** + Bachelor's degree and/or 3-10 years' experience in trust and account administration and/or investments + Experience in...driven by a business culture based on common values: Trust , Teamwork and Accountability. Working with CIBC makes you… more
- City National Bank (Los Angeles, CA)
- …controls for the Wealth Management platform: Personal and Employee Benefit Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment ... Public Accountant Or * CIA - Certified Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or *… more