- US Bank (San Francisco, CA)
- …estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in ... a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible… more
- Acosta Group (California City, CA)
- …situations + Strong business and financial acumen, including a sense of fiduciary responsibility + Good understanding of the industry, sales leadership and marketing ... of forward-thinking, value-driven professionals committed to an unmatched level of trust and transparency in the industry. And, we understand the importance… more
- Harris & Associates (Sacramento, CA)
- …the Director/Vice President leverages deep technical knowledge, operational acumen, and fiduciary responsibility to represent both the firm and the client with ... issues diplomatically and effectively, maintaining the firm's reputation and client trust . + Lead responses to RFPs/RFQs, oversee fee proposals, and represent… more
- City National Bank (Los Angeles, CA)
- …and work directly with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund, and provide ongoing support and service. * ... CIP and KYC documentation for all accounts including personal, business (entity), fiduciary , and retirement accounts. * Answer incoming operational and sales related… more
- The Hartford (San Francisco, CA)
- …primary and excess directors & officers liability, errors & omissions liability, fiduciary liability and employment practices liability. Well Be a Good Match if ... changing business environment. + An understanding of how to build relationships and trust among diverse groups. + The ability to advance their careers into technical… more
- The County of Los Angeles (Los Angeles, CA)
- …administration including management of estates, assets, trusts, associated fiduciary responsibilities, and decision-making authority. Essential Job Functions Learns ... or guardianship. Learns to investigate and manage trusts including the review of trust documentation to determine if appointment as trustee is appropriate and within… more
- Deloitte (Los Angeles, CA)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... or other business-related field + Experience reviewing partnership and/or trust documents + Experience managing projects including scheduling, budgeting, client… more
- Deloitte (Los Angeles, CA)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... in accounting, finance, or other business-related field + Experience reviewing trust documents + Excellent technology (ie, Microsoft Excel and compliance software),… more