- Robert Half Legal (Sacramento, CA)
- …candidates with an interest in the legal field might thrive in this Trusts and Estates Paralegal position. If you are highly organized and efficient, there ... all relevant documents - Study, analyze and review complex legal documents - Assist attorney with a variety of...5+ years of experience working as a paralegal within estate planning and trust administration - Strong… more
- Robert Half Legal (Los Altos, CA)
- Description We are looking for an experienced Trust and Estate Attorney/Lawyer to join our team in Los Altos, California. The ideal candidate will specialize in ... trust and estate planning, probate administration, and estate tax...and asset protection strategies. * Draft, review, and finalize legal documents such as wills, trusts , powers… more
- Robert Half Legal (Los Angeles, CA)
- …appear in court on routine hearings, and prepare legal documents tied to estate and trust administration. Why This Role Stands Out: + Remote flexibility ... on probate matters is seeking an attorney with 1+ years of experience in probate, trust administration, or estate planning. This role can be hybrid or 100%… more
- Bank of America (San Francisco, CA)
- …+ 7 years of private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW families and ... their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly… more
- Columbia Bank (Walnut Creek, CA)
- …persuasive presentations. + Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + Demonstrates ... Trust Portfolio Manager Wealth Management Walnut Creek, California...insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access… more
- Robert Half Legal (Newport Beach, CA)
- …seeking a trust litigation attorney to join its probate and estate litigation practice. With more than three decades in practice, this full-service firm ... Description Respected OC Mid-Sized Firms Seeks Trust Litigation Attorney - Lifestyle firm LOW BILLABLES...solutions for finance and accounting, technology, marketing and creative, legal , and administrative and customer support roles. Robert Half… more
- Enterprise Bank & Trust (San Diego, CA)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... determine impact on credit underwriting. + Review and analyze legal documents, UCC search information, and title reports to...of SBA 7(a) and 504 loan programs, appraisal real estate methodology, cash flow and collateral analysis. + Knowledge… more
- Providence (Mission Hills, CA)
- …financial planning preferred, with strong knowledge in taxation, trust and estates , probate, corporations, contracts, and real estate . + **Experience:** 8 ... be at the forefront of managing, planning, coordinating, and implementing a comprehensive estate planning and gift program. You will interpret and apply laws and… more
- Robert Half Finance & Accounting (San Diego, CA)
- …and prepare complex federal, state, and local tax returns for individuals, businesses, estates , and trusts . * Conduct thorough research on intricate tax issues ... placement solutions for finance and accounting, technology, marketing and creative, legal , and administrative and customer support roles. Robert Half works to… more
- Columbia Bank (Rolling Hills Estates, CA)
- Personal Banker I Retail Banking Group Rolling Hills Estates , California **Description** **About Us:** At Columbia, we create a great place to work by offering a ... can only achieve this through the dedication of our associates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… more