- City National Bank (Los Angeles, CA)
- * SENIOR FIDUCIARY BUSINESS CONTROLS ANALYST*... Business Control Officer ("BCO") and Business Control Managers ("BCM"s) for Fiduciary ... practical impacts/implications to the business line. * Provide guidance on Control Standards to ensure compliance-related controls are documented in line… more
- Wells Fargo (San Francisco, CA)
- …this role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary Specialist in Estate Services as part of Wealth and Investment ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- City National Bank (Los Angeles, CA)
- …to fiduciary operations. * Risk management: Identify, measure, monitor, and control the risks inherent in the bank's fiduciary activities, including ... *CHIEF FIDUCIARY OFFICER WM* *WHAT IS THE OPPORTUNITY?* The...Management Division to balance prudent risk management, regulatory oversight, business development, and client relationship management. The position requires… more
- M&T Bank (Costa Mesa, CA)
- …external sources, and the retention and expansion of an assigned book of business . Consults and coordinates on the delivery of solutions for a comprehensive wealth ... management strategy for individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall… more
- CIBC (San Francisco, CA)
- …and sustain a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary ) are integrated into day-to-day ... please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions… more
- City National Bank (Los Angeles, CA)
- …operational and process audits to assess the adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate, employee ... * Completes all required training. * Develops a general knowledge of the business , regulatory and accounting and control environment in which City National… more
- City National Bank (Los Angeles, CA)
- …and wealth management specific risks in order to identify and assess key control activities in business processes. Assesses information security and privacy ... results of testing performed, and effectively communicate audit results to the Senior Audit Manager/Director and senior management in meetings, presentations,… more
- Highmark Health (Sacramento, CA)
- …developing and managing the related policies, standards, architectures, and controls . Partners with Information Security, IT Infrastructure, Application Development, ... and business units to ensure secure and appropriate access to...Defines service levels and monitors adherence. Sets budgets and controls expenses within the operating unit. Creates a team… more
- UMB Bank (Sacramento, CA)
- …will manage accounts with a focus on client experience, the governing instruments, fiduciary laws, and bank policies and procedures. + You will work collaboratively ... with Senior Associates on team to resolve complex administrative issues...and asset reporting. + You will implement the strategic business plans for assets and portfolios, as necessary. +… more
- The County of Los Angeles (Los Angeles, CA)
- …Public Guardian and may also receive technical guidance and mentorship from a Senior Deputy Public Guardian or higher. Factors affecting allocation of positions in ... casework administration including management of estates, assets, trusts, associated fiduciary responsibilities, and decision-making authority. Essential Job Functions Learns… more