- Neuberger Berman (New York, NY)
- …Senior Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning , tax strategy, pre-liquidity events, and charitable ... and expanding client connectivity are core responsibilities. A background in trust and estate planning is required. **Primary Responsibilities:** + Advise… more
- Rady Children's Hospital San Diego (San Diego, CA)
- …Reporting to the Regional Presidents of Rady Children's Health, the VP Campus Planning provides an executive vision by partnering with all stakeholders (real ... estate , facilities, patient services, finance, human resources, support services,...of the Enterprise-Wide Master Plan building projects. Leads project planning and implementation efforts including but not limited to… more
- Banc of California (Brea, CA)
- …perform analysis, due diligence, and underwriting of proposed commercial real estate loan requests. Review initial borrower submissions, perform analysis of ... working capital lines of credit and term loans to business, plus owner-occupied real estate loans. + Combine this analysis with a detailed analysis of a borrower(s)… more
- Banc of California (Menlo Park, CA)
- …and hiring decisions. + Prepare and deliver employee performance evaluations, goal planning , and counseling. + Manage, support, coach and train staff. + Treat ... people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold...Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act… more
- Banc of California (Santa Ana, CA)
- …processes, reporting and information systems. Collaborates with IT staff for the planning and execution of projects related to the Department and Enterprise ... responsibilities. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values;… more
- Banc of California (New York, NY)
- …staff. + Reviews reports to ensure reporting/operating compliance and real estate inspection ticklers are maintained. + Shows interpersonal adaptability when dealing ... and hiring decisions. + Prepare and deliver employee performance evaluations, goal planning , and counseling. + Manage, support, coach and train staff. + Treat… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …meetings, conference calls and seminar events. + Answers general Financial Advisor inquiries regarding estate planning , trust services, estate taxes and ... including computer based trust accounting systems and other common estate planning software programs. **Ability to** + Function in a professional office… more
- Robert Half Legal (San Jose, CA)
- …California. In this role, you will focus on providing legal counsel and support in estate planning , probate, trust administration, and estate and gift ... fostering long-term client relationships. Responsibilities * Provide legal guidance on estate planning , trust administration, and probate matters. * Draft… more
- Robert Half Legal (Los Angeles, CA)
- …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 ... in LA) + CA State Bar + 1+ years of experience in probate, trust administration, or estate planning + JD from an ABA-accredited law school For immediate… more
- Comerica (Charlotte, NC)
- …Trusts, Charitable Trusts or Trusteed Individual Retirement Accounts. Position requires knowledge of trust and estate planning that is outside of standard ... revocable or irrevocable trust structure, to include charitable planning and/or...Individual Retirement accounts within a team-based environment, including analyzing trust governing instruments, implementing client estate plans,… more
